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
$3.18B
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$5.73M
3
+$4.36M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.35M
5
BWXT icon
BWX Technologies
BWXT
+$3.21M

Top Sells

1
+$23.9M
2
+$15.6M
3
+$14.4M
4
AMZN icon
Amazon
AMZN
+$14M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$12.5M

Sector Composition

1 Financials 21.6%
2 Technology 16.88%
3 Consumer Discretionary 9.34%
4 Communication Services 7.78%
5 Healthcare 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$181M 5.71%
1,282,540
-168,637
2
$132M 4.16%
469,088
-51,051
3
$130M 4.1%
2,475,305
+82,620
4
$123M 3.87%
299
-1
5
$113M 3.55%
1,032,888
-26,293
6
$107M 3.36%
799,520
-116,940
7
$106M 3.33%
644,520
-85,260
8
$93.9M 2.95%
270,029
-21,233
9
$81.3M 2.56%
297,958
-20,920
10
$79.2M 2.49%
288,930
-45,758
11
$69.5M 2.19%
354,451
-26,574
12
$62.5M 1.97%
184,143
-19,928
13
$59.6M 1.87%
267,572
-28,874
14
$53M 1.67%
338,763
-5,571
15
$49.5M 1.56%
58,995
-8,175
16
$48.8M 1.54%
976,107
+50,848
17
$48.2M 1.52%
361,800
-5,160
18
$47.4M 1.49%
289,516
-5,656
19
$46.4M 1.46%
760,354
+71,512
20
$45.2M 1.42%
316,108
-21,222
21
$42.2M 1.33%
65,311
-1,091
22
$41.9M 1.32%
72,853
-4,394
23
$41.8M 1.31%
160,533
-9,518
24
$41.6M 1.31%
126,631
-10,296
25
$41.6M 1.31%
106,382
-16,086
1
2 3 4 5