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
$3.02B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.16M
3
+$1.67M
4
ISRG icon
Intuitive Surgical
ISRG
+$1.66M
5
ROL icon
Rollins
ROL
+$1.62M

Top Sells

1
+$17.3M
2
+$13.7M
3
+$8.09M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.16M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.11M

Sector Composition

1 Financials 20.41%
2 Technology 18.86%
3 Consumer Discretionary 8.65%
4 Healthcare 8.27%
5 Industrials 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$185M 6.12%
958,322
-4,827
2
$179M 5.92%
329
-5
3
$157M 5.21%
417,576
-18,079
4
$136M 4.52%
2,460,610
-128,245
5
$107M 3.53%
763,014
-15,934
6
$106M 3.51%
697,460
-7,996
7
$102M 3.4%
2,139,770
-10,993
8
$93.6M 3.1%
864,403
-74,719
9
$93.6M 3.1%
219,350
-8,723
10
$86.1M 2.85%
2,095,075
-421,827
11
$85.1M 2.82%
238,513
-2,923
12
$63.8M 2.11%
259,703
+6,803
13
$57.1M 1.89%
108,509
-663
14
$56M 1.85%
214,916
-9,158
15
$55.5M 1.84%
1,121,460
-39,260
16
$54.8M 1.82%
270,528
-6,040
17
$52.8M 1.75%
358,164
-24,664
18
$52.8M 1.75%
174,087
-2,607
19
$42.4M 1.41%
300,868
-7,133
20
$41.5M 1.37%
243,728
-12,251
21
$40.3M 1.34%
67,565
-1,755
22
$39.1M 1.3%
112,913
+1,646
23
$38.8M 1.29%
234,914
-27,084
24
$36.8M 1.22%
654,829
-12,279
25
$35.8M 1.19%
44,098
-729
1
2 3 4 5