BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
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