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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$340K 0.01%
2,851
+886
227
$339K 0.01%
6,323
-300
228
$337K 0.01%
6,632
-130,970
229
$337K 0.01%
10,482
-1,571
230
$328K 0.01%
14,286
231
$328K 0.01%
14,800
232
$321K 0.01%
15,616
233
$321K 0.01%
1,667
234
$319K 0.01%
1,500
-8
235
$316K 0.01%
1,960
236
$311K 0.01%
906
237
$311K 0.01%
2,332
238
$300K 0.01%
10,080
239
$298K 0.01%
250
-562
240
$292K 0.01%
8,920
+840
241
$292K 0.01%
5,055
242
$291K 0.01%
5,739
243
$291K 0.01%
4,833
244
$290K 0.01%
3,209
-200
245
$286K 0.01%
14,400
246
$285K 0.01%
+2,559
247
$283K 0.01%
5,141
248
$281K 0.01%
4,045
249
$274K 0.01%
1,960
250
$274K 0.01%
5,000
-1,212
8 9
10
11 12