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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$274K 0.01%
3,349
-179
252
$271K 0.01%
3,350
-400
253
$270K 0.01%
3,295
-37
254
$266K 0.01%
15,299
255
$260K 0.01%
2,088
256
$251K 0.01%
10,398
-1,398
257
$244K 0.01%
+8,078
258
$239K 0.01%
1,642
259
$238K 0.01%
+1,636
260
$236K 0.01%
1,737
-3,292
261
$219K 0.01%
+4,933
262
$206K 0.01%
+1,953
263
$202K 0.01%
+3,638
264
– –
-19,027
265
– –
-10,670
266
– –
-3,014
267
– –
-7,196
268
– –
-33,280
269
– –
-8,143
270
– –
-17,181
271
– –
-247,302
272
– –
-4,877
273
– –
-6,304
274
– –
-29,720
275
– –
-18,460
9 10
11
12 13