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
$7.15B
AUM Growth
-$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$15.3M
3
+$8.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M

Top Sells

1
+$18.1M
2
+$9.23M
3
+$8.5M
4
GNRC icon
Generac Holdings
GNRC
+$8.41M
5
BWXT icon
BWX Technologies
BWXT
+$7.66M

Sector Composition

1 Technology 22.53%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$424M 5.93%
1,693,183
-72,277
2
$400M 5.6%
950,154
-15,967
3
$349M 4.88%
1,589,671
-30,083
4
$308M 4.31%
1,629,043
-37,982
5
$271M 3.79%
398
-6
6
$269M 3.75%
4,309,805
+113,190
7
$213M 2.97%
403,687
-8,476
8
$211M 2.96%
1,574,481
-68,765
9
$181M 2.54%
400,294
-8,538
10
$163M 2.28%
1,414,930
+36,288
11
$157M 2.2%
688,793
-8,862
12
$153M 2.14%
302,339
-4,075
13
$150M 2.1%
3,145,444
+99,559
14
$136M 1.9%
431,018
-11,495
15
$130M 1.81%
540,393
-11,928
16
$129M 1.81%
2,936,239
+23,329
17
$129M 1.8%
707,952
-14,784
18
$121M 1.7%
688,153
-6,467
19
$101M 1.41%
201,986
-4,084
20
$100M 1.4%
171,305
-3,518
21
$99.1M 1.39%
427,416
-6,008
22
$98.9M 1.38%
412,772
-11,592
23
$96.1M 1.34%
163,326
+11,402
24
$91.9M 1.29%
372,513
-2,929
25
$90.8M 1.27%
88,598
-2,691
1
2 3 4 5