BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.42B
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$6.79M
3
+$4.5M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.49M
5
BWXT icon
BWX Technologies
BWXT
+$3.42M

Top Sells

1
+$5.82M
2
+$5.25M
3
+$4.81M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$4.69M
5
AMGN icon
Amgen
AMGN
+$2.89M

Sector Composition

1 Financials 21.44%
2 Technology 16.56%
3 Consumer Discretionary 10.99%
4 Communication Services 8.73%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$214M 6.26%
1,753,133
-42,992
2
$145M 4.23%
614,152
+5,073
3
$136M 3.97%
877,180
+12,240
4
$125M 3.66%
2,402,625
+142,320
5
$121M 3.55%
1,176,740
-1,800
6
$117M 3.42%
328,594
-4,251
7
$117M 3.42%
1,077,244
-53,606
8
$116M 3.41%
302
-7
9
$97.6M 2.85%
443,013
-12,450
10
$85.7M 2.51%
335,562
-2,840
11
$84.4M 2.47%
347,357
-8,651
12
$76M 2.22%
358,731
+7,320
13
$69.5M 2.03%
236,033
+15,268
14
$65.1M 1.9%
86,378
-3,447
15
$60.8M 1.78%
319,582
+12,455
16
$58.3M 1.7%
156,618
-279
17
$53.9M 1.58%
355,813
-1,787
18
$53.4M 1.56%
289,139
+4,116
19
$48.5M 1.42%
318,712
+2,286
20
$47.6M 1.39%
914,954
+67,028
21
$46.9M 1.37%
153,781
-2,595
22
$45.4M 1.33%
99,488
+4,983
23
$44.5M 1.3%
183,291
+1,250
24
$43.2M 1.26%
359,698
+8,828
25
$42.4M 1.24%
699,361
-44,530
1
2 3 4 5