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
326
$394K 0.02%
+2,460
327
$384K 0.01%
2,800
-75
328
$382K 0.01%
5,227
-347
329
$381K 0.01%
+8,215
330
$379K 0.01%
+15,804
331
$376K 0.01%
+4,185
332
$375K 0.01%
+12,490
333
$374K 0.01%
4,345
-900
334
$371K 0.01%
31,918
-1,322
335
$370K 0.01%
7,033
336
$370K 0.01%
+2,436
337
$368K 0.01%
+10,488
338
$367K 0.01%
17,638
+1,021
339
$365K 0.01%
+1,282
340
$363K 0.01%
5,495
341
$362K 0.01%
5,868
-1,509
342
$358K 0.01%
6,400
+454
343
$354K 0.01%
13,306
+713
344
$345K 0.01%
+5,055
345
$343K 0.01%
1,708
346
$342K 0.01%
4,160
347
$340K 0.01%
+7,209
348
$340K 0.01%
18,165
+150
349
$337K 0.01%
7,283
+698
350
$337K 0.01%
6,036
+249
12 13
14
15 16