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
301
$397K 0.01%
6,029
302
$395K 0.01%
809
303
$393K 0.01%
1,313
304
$385K 0.01%
2,927
305
$384K 0.01%
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306
$383K 0.01%
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307
$379K 0.01%
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308
$378K 0.01%
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309
$377K 0.01%
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310
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311
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312
$372K 0.01%
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313
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314
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316
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317
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323
$351K ﹤0.01%
2,140
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324
$350K ﹤0.01%
11,190
325
$350K ﹤0.01%
2,246
+195