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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$656K 0.03%
7,490
-250
252
$652K 0.03%
+3,833
253
$649K 0.02%
+10,533
254
$618K 0.02%
10,136
-85
255
$609K 0.02%
8,729
+169
256
$609K 0.02%
15,030
-14,345
257
$595K 0.02%
20,660
-43,900
258
$592K 0.02%
5,249
+951
259
$592K 0.02%
6,711
+1,267
260
$591K 0.02%
12,552
-3,115
261
$586K 0.02%
+19,290
262
$576K 0.02%
43,830
263
$575K 0.02%
3,644
-9,041
264
$575K 0.02%
5,519
+939
265
$575K 0.02%
2,797
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266
$571K 0.02%
5,295
267
$563K 0.02%
+2,977
268
$562K 0.02%
6,000
269
$561K 0.02%
4,153
+748
270
$555K 0.02%
+4,896
271
$550K 0.02%
+1,999
272
$550K 0.02%
9,728
+5,660
273
$549K 0.02%
4,506
-315
274
$544K 0.02%
10,712
-1,017
275
$543K 0.02%
7,212
9 10
11
12 13