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
276
$537K 0.02%
17,280
-9,607
277
$531K 0.02%
+4,329
278
$524K 0.02%
+2,194
279
$523K 0.02%
+4,061
280
$523K 0.02%
1,785
-387
281
$514K 0.02%
4,353
-1,336
282
$513K 0.02%
5,550
283
$509K 0.02%
3,269
-327
284
$509K 0.02%
+43,096
285
$503K 0.02%
+6,300
286
$492K 0.02%
2,949
287
$491K 0.02%
+2,271
288
$482K 0.02%
+9,867
289
$480K 0.02%
+32,750
290
$474K 0.02%
+12,192
291
$472K 0.02%
5,332
292
$471K 0.02%
+8,438
293
$467K 0.02%
+4,289
294
$463K 0.02%
+3,921
295
$458K 0.02%
5,354
-124
296
$456K 0.02%
15,761
+2,771
297
$454K 0.02%
12,639
+551
298
$454K 0.02%
+9,464
299
$445K 0.02%
+5,502
300
$442K 0.02%
3,292
10 11
12
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