BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$476M 6.09%
919,347
-17,492
2
$382M 4.89%
1,573,121
-25,424
3
$381M 4.87%
1,495,356
-34,314
4
$319M 4.07%
1,450,926
-21,608
5
$290M 3.71%
4,443,042
-138,424
6
$278M 3.55%
368
-14
7
$277M 3.54%
1,485,490
-65,167
8
$240M 3.07%
4,009,526
+928,575
9
$222M 2.84%
391,015
-3,615
10
$190M 2.43%
378,827
-2,217
11
$175M 2.24%
3,232,404
+6,250
12
$166M 2.13%
527,676
-3,054
13
$158M 2.02%
667,696
-4,231
14
$154M 1.97%
1,294,092
-153,285
15
$143M 1.82%
417,930
-2,242
16
$140M 1.79%
687,322
-10,996
17
$134M 1.71%
182,193
-2,566
18
$133M 1.7%
198,247
+5,406
19
$122M 1.56%
369,923
-23,444
20
$106M 1.35%
420,832
+49,858
21
$101M 1.29%
86,335
-135
22
$98.7M 1.26%
399,834
-4,538
23
$98.5M 1.26%
174,188
-735
24
$96.9M 1.24%
199,084
-2,181
25
$96.8M 1.24%
687,625
-1,336
1
2 3 4 5