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
301
$442K 0.02%
12,300
-2,900
302
$441K 0.02%
3,283
+142
303
$441K 0.02%
+8,143
304
$440K 0.02%
2,900
+150
305
$437K 0.02%
9,272
+482
306
$436K 0.02%
5,119
-58
307
$434K 0.02%
+10,002
308
$430K 0.02%
9,200
-1,019
309
$430K 0.02%
+7,196
310
$427K 0.02%
15,000
-300
311
$425K 0.02%
+1,552
312
$420K 0.02%
13,286
-1,321
313
$419K 0.02%
4,474
-800
314
$414K 0.02%
3,709
+752
315
$411K 0.02%
3,570
316
$410K 0.02%
+8,700
317
$409K 0.02%
+4,478
318
$409K 0.02%
10,609
+96
319
$407K 0.02%
5,760
+401
320
$406K 0.02%
2,217
-44,689
321
$400K 0.02%
+1,792
322
$398K 0.02%
+3,285
323
$398K 0.02%
2,022
-1,421
324
$397K 0.02%
+2,634
325
$395K 0.02%
3,111
-75
11 12
13
14 15