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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$772K 0.03%
9,148
+4,042
227
$769K 0.03%
44,650
+17,400
228
$768K 0.03%
8,460
+1,900
229
$768K 0.03%
14,690
230
$768K 0.03%
34,400
231
$764K 0.03%
+4,241
232
$760K 0.03%
21,068
-585
233
$755K 0.03%
5,048
+142
234
$751K 0.03%
5,520
235
$750K 0.03%
4,372
+886
236
$750K 0.03%
+10,209
237
$749K 0.03%
19,350
-4,375
238
$721K 0.03%
7,620
+1,700
239
$720K 0.03%
+20,622
240
$716K 0.03%
15,491
241
$715K 0.03%
5,020
+780
242
$696K 0.03%
+2,164
243
$694K 0.03%
15,500
-500
244
$692K 0.03%
2,450
245
$688K 0.03%
28,234
-600
246
$682K 0.03%
2,542
+1,147
247
$680K 0.03%
+10,670
248
$674K 0.03%
+12,426
249
$673K 0.03%
+3,525
250
$663K 0.03%
+5,273
8 9
10
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