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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$249M
2 +$189M
3 +$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1 +$7.96M
2 +$3.2M
3 +$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$721K 0.01%
+1,780
227
$712K 0.01%
2,758
+1,094
228
$702K 0.01%
+7,186
229
$699K 0.01%
8,923
+5,924
230
$690K 0.01%
+9,293
231
$680K 0.01%
+12,827
232
$670K 0.01%
9,440
233
$665K 0.01%
+11,370
234
$659K 0.01%
+6,440
235
$642K 0.01%
+1,667
236
$637K 0.01%
+21,570
237
$634K 0.01%
+10,521
238
$633K 0.01%
+3,720
239
$631K 0.01%
+3,682
240
$619K 0.01%
+4,591
241
$617K 0.01%
4,468
-100
242
$614K 0.01%
+1,856
243
$606K 0.01%
14,600
+1,971
244
$603K 0.01%
5,312
+2,523
245
$602K 0.01%
+2,768
246
$601K 0.01%
+3,955
247
$601K 0.01%
9,493
+2,252
248
$599K 0.01%
+32,944
249
$586K 0.01%
20,610
+5,324
250
$577K 0.01%
+3,098