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
251
$567K 0.01%
5,655
+3,226
252
$563K 0.01%
378
+146
253
$550K 0.01%
+6,827
254
$550K 0.01%
19,752
+2,200
255
$547K 0.01%
3,998
+2,129
256
$546K 0.01%
+3,944
257
$544K 0.01%
6,467
+3,466
258
$541K 0.01%
+11,987
259
$535K 0.01%
+3,944
260
$534K 0.01%
+11,077
261
$531K 0.01%
+3,201
262
$528K 0.01%
+4,600
263
$526K 0.01%
1,600
+800
264
$521K 0.01%
+4,760
265
$518K 0.01%
+3,668
266
$517K 0.01%
6,178
267
$507K 0.01%
+11,325
268
$503K 0.01%
+1,060
269
$498K 0.01%
+3,000
270
$496K 0.01%
6,325
+325
271
$489K 0.01%
+1,136
272
$487K 0.01%
+6,069
273
$487K 0.01%
+5,353
274
$483K 0.01%
7,260
+2,118
275
$481K 0.01%
4,059
+499