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
$2.82B
AUM Growth
-$165M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$4.62M
3
+$4.16M
4
ZTS icon
Zoetis
ZTS
+$3.33M
5
POOL icon
Pool Corp
POOL
+$2.25M

Top Sells

1
+$7.41M
2
+$4.38M
3
+$3.61M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.13M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.05M

Sector Composition

1 Financials 21.25%
2 Technology 17.82%
3 Healthcare 8.38%
4 Consumer Discretionary 8.12%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$178M 6.31%
334
-3
2
$165M 5.86%
963,149
-43,257
3
$138M 4.89%
435,655
-13,858
4
$129M 4.59%
2,588,855
-45,760
5
$102M 3.62%
778,948
-17,558
6
$98.7M 3.51%
2,516,902
+105,968
7
$94M 3.34%
2,150,763
-3,204
8
$90.3M 3.21%
228,073
-6,746
9
$89.7M 3.19%
705,456
-20,141
10
$88.6M 3.15%
939,122
-33,154
11
$84.6M 3%
241,436
-8,693
12
$56.6M 2.01%
276,568
-12,874
13
$55M 1.96%
109,172
-2,790
14
$51.5M 1.83%
224,074
-7,523
15
$51.5M 1.83%
252,900
-12,753
16
$50.5M 1.79%
1,160,720
-55,780
17
$47M 1.67%
176,694
-3,925
18
$44.9M 1.59%
382,828
-17,300
19
$40.6M 1.44%
308,001
-13,300
20
$39.8M 1.41%
261,998
+3,634
21
$37.1M 1.32%
255,979
-8,094
22
$35.3M 1.26%
69,320
-2,490
23
$34.6M 1.23%
667,108
+8,304
24
$34.1M 1.21%
79,352
-1,671
25
$33.6M 1.19%
111,267
-3,610
1
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