BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$756K0.01% 2,564
-228
-8%
-$67.2K
$756K0.01% 12,690––
$753K0.01% 4,353
+2,293
+111%
+$397K
$706K0.01% 47,270––
$705K0.01% 9,170
-10
-0.1%
-$769
$699K0.01% 11,370––
$697K0.01% 8,370
-260
-3%
-$21.7K
$694K0.01% 6,365
+40
+0.6%
+$4.36K
$666K0.01% 8,311
+1,020
+14%
+$81.7K
$666K0.01% 4,121
-844
-17%
-$136K
$654K0.01%
+7,751
 New
+$654K
$647K0.01% 2,267
-206
-8%
-$58.8K
$640K0.01% 4,501
-347
-7%
-$49.4K
$633K0.01% 13,057
+618
+5%
+$29.9K
$627K0.01% 4,066––
$622K0.01% 6,875
+697
+11%
+$63.1K
$618K0.01% 5,007
+990
+25%
+$122K
$613K0.01% 8,640
-1,007
-10%
-$71.5K
$613K0.01% 1,862––
$605K0.01% 15,472
+8,137
+111%
+$318K
$600K0.01% 6,004
-436
-7%
-$43.6K
$574K0.01% 1,660
-75
-4%
-$25.9K
$563K0.01% 9,416
-566
-6%
-$33.8K
$550K0.01% 20,610––
$532K0.01% 1,913
+5
+0.3%
+$1.39K
1 91011121317