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
276
$511K 0.01%
6,599
-323
277
$496K 0.01%
3,000
278
$496K 0.01%
7,055
279
$495K 0.01%
5,434
-185
280
$490K 0.01%
1,743
281
$482K 0.01%
2,160
282
$478K 0.01%
16,164
283
$470K 0.01%
3,449
-549
284
$469K 0.01%
4,569
+74
285
$463K 0.01%
1,060
286
$460K 0.01%
11,077
287
$443K 0.01%
6,344
288
$442K 0.01%
3,860
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289
$442K 0.01%
2,054
+3
290
$440K 0.01%
16,440
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291
$435K 0.01%
8,194
292
$430K 0.01%
6,648
+181
293
$428K 0.01%
2,357
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294
$426K 0.01%
5,643
-15
295
$419K 0.01%
4,646
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296
$417K 0.01%
2,654
297
$406K 0.01%
1,533
298
$406K 0.01%
903
+7
299
$403K 0.01%
3,944
300
$397K 0.01%
2,641
+185
10 11
12
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