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
$531K0.01% 3,924
-205
-5%
-$27.7K
$524K0.01% 7,550
+250
+3%
+$17.4K
$516K0.01% 1,532––
$504K0.01% 16,164––
$495K0.01% 4,530
-4
-0.1%
-$437
$492K0.01%
+1,424
 New
+$492K
$486K0.01% 4,898
-536
-10%
-$53.2K
$479K0.01% 6,671
+327
+5%
+$23.5K
$476K0.01% 7,668
-1,226
-14%
-$76.1K
$468K0.01% 3,192
+218
+7%
+$32K
$455K0.01% 1,876
-175
-9%
-$42.4K
$447K0.01% 1,571
+38
+2%
+$10.8K
$445K0.01% 1,678
+621
+59%
+$165K
$431K0.01% 4,689––
$429K0.01% 2,367
+10
+0.4%
+$1.81K
$426K0.01% 3,027
+100
+3%
+$14.1K
$426K0.01% 16,035
+435
+3%
+$11.6K
$421K0.01% 3,379
-145
-4%
-$18.1K
$415K0.01% 9,439
+251
+3%
+$11K
$411K0.01% 5,613
+95
+2%
+$6.96K
$407K0.01% 70,520––
$406K0.01% 4,971
-1,393
-22%
-$114K
$405K0.01% 1,592
+297
+23%
+$75.5K
$398K0.01% 3,860––
$388K0.01% 1,186
+1
+0.1%
+$327
1 101112131417