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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$12.5M
3 +$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1 +$24.3M
2 +$21.7M
3 +$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
-1,824
327
-6,230
328
-4,416
329
-6,720
330
-5,393
331
-5,519
332
-5,520
333
-8,210
334
-3,817
335
-10,669
336
-2,977
337
-3,690
338
-12,050
339
-2,660
340
-2,422
341
-10,002
342
-1,618
343
-1,780
344
-2,158
345
-1,792
346
-9,713
347
-2,600
348
-7,589
349
-239,720
350
-45,938