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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$645K 0.01%
11,987
252
$645K 0.01%
1,861
+5
253
$633K 0.01%
7,564
-1,359
254
$632K 0.01%
4,600
255
$618K 0.01%
6,827
256
$611K 0.01%
6,354
+29
257
$610K 0.01%
25,994
+216
258
$608K 0.01%
11,366
+41
259
$603K 0.01%
11,418
260
$602K 0.01%
6,178
261
$600K 0.01%
13,147
-16,206
262
$595K 0.01%
1,531
-69
263
$589K 0.01%
19,752
264
$585K 0.01%
9,040
-1,481
265
$575K 0.01%
3,256
+55
266
$573K 0.01%
1,136
267
$566K 0.01%
7,290
+30
268
$555K 0.01%
3,298
269
$546K 0.01%
4,066
+7
270
$537K 0.01%
5,120
271
$528K 0.01%
4,013
+345
272
$526K 0.01%
16,783
+2,186
273
$523K 0.01%
12,709
274
$518K 0.01%
70,520
275
$516K 0.01%
4,171
9 10
11
12 13