BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$366M5.28% 1,648,360
-44,823
-3%
-$9.96M
$355M5.12% 944,855
-5,299
-0.6%
-$1.99M
$311M4.48% 389
-9
-2%
-$7.19M
$270M3.89% 1,416,846
-172,825
-11%
-$32.9M
$265M3.83% 4,546,151
+236,346
+5%
+$13.8M
$251M3.61% 1,620,212
-8,831
-0.5%
-$1.37M
$216M3.12% 394,500
-9,187
-2%
-$5.04M
$209M3.01% 391,601
-8,693
-2%
-$4.63M
$169M2.43% 1,556,480
-18,001
-1%
-$1.95M
$160M2.3% 3,138,975
-6,469
-0.2%
-$329K
$159M2.3% 674,297
-14,496
-2%
-$3.42M
$150M2.16% 427,770
-3,248
-0.8%
-$1.14M
$150M2.16% 1,432,464
+17,534
+1%
+$1.83M
$148M2.14% 283,173
-19,166
-6%
-$10M
$143M2.06% 3,162,657
+226,418
+8%
+$10.2M
$130M1.88% 531,888
-8,505
-2%
-$2.09M
$120M1.73% 703,184
-4,768
-0.7%
-$814K
$115M1.66% 406,177
-6,595
-2%
-$1.87M
$113M1.63% 684,112
-4,041
-0.6%
-$669K
$103M1.48% 202,214
+228
+0.1%
+$116K
$102M1.47% 181,949
+18,623
+11%
+$10.5M
$99.6M1.44% 172,848
+1,543
+0.9%
+$889K
$86.4M1.25% 370,541
-1,972
-0.5%
-$460K
$85.3M1.23% 172,146
-1,517
-0.9%
-$751K
$83M1.2% 87,733
-865
-1%
-$819K
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