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
$6.93B
AUM Growth
-$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
417
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$13.8M
3
+$13.4M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.5M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

1
+$32.9M
2
+$12.7M
3
+$10M
4
AAPL icon
Apple
AAPL
+$9.96M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$7.19M

Sector Composition

1 Financials 22.94%
2 Technology 20.01%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$366M 5.28%
1,648,360
-44,823
2
$355M 5.12%
944,855
-5,299
3
$311M 4.48%
389
-9
4
$270M 3.89%
1,416,846
-172,825
5
$265M 3.83%
4,546,151
+236,346
6
$251M 3.61%
1,620,212
-8,831
7
$216M 3.12%
394,500
-9,187
8
$209M 3.01%
391,601
-8,693
9
$169M 2.43%
1,556,480
-18,001
10
$160M 2.3%
3,138,975
-6,469
11
$159M 2.3%
674,297
-14,496
12
$150M 2.16%
427,770
-3,248
13
$150M 2.16%
1,432,464
+17,534
14
$148M 2.14%
283,173
-19,166
15
$143M 2.06%
3,162,657
+226,418
16
$130M 1.88%
531,888
-8,505
17
$120M 1.73%
703,184
-4,768
18
$115M 1.66%
406,177
-6,595
19
$113M 1.63%
684,112
-4,041
20
$103M 1.48%
202,214
+228
21
$102M 1.47%
181,949
+18,623
22
$99.6M 1.44%
172,848
+1,543
23
$86.4M 1.25%
370,541
-1,972
24
$85.3M 1.23%
172,146
-1,517
25
$83M 1.2%
87,733
-865
1
2 3 4 5