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 (-3%)
Cap. Flow
-$2.24M
Cap. Flow % of AUM
-0.03%
Top 10 Holdings %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
| 1 | Financials | 22.94% |
| 2 | Technology | 20.01% |
| 3 | Consumer Discretionary | 10.41% |
| 4 | Healthcare | 9.17% |
| 5 | Industrials | 8.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $387K | 0.01% | 1,982 +49 | +3% | +$9.56K | |||
| $381K | 0.01% | 11,465 -495 | -4% | -$16.5K | |||
| $381K | 0.01% | 2,207 | – | – | |||
| $374K | 0.01% | 7,677 +292 | +4% | +$14.2K | |||
| $373K | 0.01% | 16,405 -7,181 | -30% | -$163K | |||
| $363K | 0.01% | 2,263 +83 | +4% | +$13.3K | |||
| $362K | 0.01% | 8,794 | – | – | |||
| $362K | 0.01% | 689 +119 | +21% | +$62.6K | |||
| $362K | 0.01% | 3,077 | – | – | |||
| $355K | 0.01% | 2,969 +180 | +6% | +$21.6K | |||
| $352K | 0.01% | 1,715 -181 | -10% | -$37.2K | |||
| $352K | 0.01% | +660 | New | +$352K | |||
| $351K | 0.01% | 3,580 | – | – | |||
| $351K | 0.01% | 2,871 +103 | +4% | +$12.6K | |||
| $349K | 0.01% | 1,085 -228 | -17% | -$73.4K | |||
| $345K | 0.01% | 3,090 | – | – | |||
| $345K | 0.01% | 2,020 | – | – | |||
| $343K | ﹤0.01% | 5,259 -7,125 | -58% | -$465K | |||
| $334K | ﹤0.01% | 4,846 +1,267 | +35% | +$87.4K | |||
| $334K | ﹤0.01% | 1,811 -109 | -6% | -$20.1K | |||
| $334K | ﹤0.01% | +615 | New | +$334K | |||
| $331K | ﹤0.01% | 950 +193 | +26% | +$67.3K | |||
| $329K | ﹤0.01% | 2,958 +452 | +18% | +$50.3K | |||
| $326K | ﹤0.01% | 1,261 -197 | -14% | -$50.9K | |||
| $324K | ﹤0.01% | 3,774 +1,048 | +38% | +$90.1K |
