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
$2.21B
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
in Stake 		Capital Flow
226
– –
-14,286
227
– –
-2,332
228
– –
-3,400
229
– –
-13,437
230
– –
-5,141
231
– –
-4,683
232
– –
-5,548
233
– –
-8,448
234
– –
-1,960
235
– –
-4,833
236
– –
-13,712
237
– –
-2,977
238
– –
-4,002
239
– –
-14,619
240
– –
-29,260
241
– –
-10,482
242
– –
-4,070
243
– –
-15,616
244
– –
-31,154
245
– –
-1,213
246
– –
-6,562
247
– –
-6,843
248
– –
-1,960
249
– –
-27,867
250
– –
-3,638
7 8 9
10
11