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
+$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$5.41M
3
+$2.96M
4
CHE icon
Chemed
CHE
+$1.54M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.53M

Top Sells

1
+$12.3M
2
+$10.3M
3
+$8.57M
4
ROP icon
Roper Technologies
ROP
+$6.65M
5
ABT icon
Abbott
ABT
+$5.24M

Sector Composition

1 Financials 21.16%
2 Technology 17.48%
3 Consumer Discretionary 9.51%
4 Communication Services 7.56%
5 Healthcare 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 6.41%
1,234,292
-48,248
2
$155M 4.53%
460,014
-9,074
3
$144M 4.21%
319
+20
4
$140M 4.09%
2,470,590
-4,715
5
$117M 3.43%
1,024,591
-8,297
6
$115M 3.38%
796,780
-2,740
7
$107M 3.14%
643,940
-580
8
$95.8M 2.8%
266,755
-3,274
9
$87.6M 2.56%
347,720
-6,731
10
$86.9M 2.54%
290,615
-7,343
11
$85.1M 2.49%
278,385
-10,545
12
$62.4M 1.83%
185,640
+1,497
13
$58.5M 1.71%
269,743
+2,171
14
$57.5M 1.68%
342,426
+3,663
15
$56.7M 1.66%
316,560
+452
16
$54.1M 1.58%
107,659
+1,277
17
$52.1M 1.52%
125,536
-1,095
18
$50.9M 1.49%
351,880
-9,920
19
$50.2M 1.47%
54,794
-4,201
20
$49.8M 1.46%
1,006,977
+30,870
21
$47.6M 1.39%
777,348
+16,994
22
$47.4M 1.39%
183,350
-1,490
23
$46.6M 1.36%
294,284
+4,768
24
$46M 1.34%
1,563,130
+4,780
25
$43.8M 1.28%
64,509
-802
1
2 3 4 5