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
326
$350K ﹤0.01%
11,494
327
$346K ﹤0.01%
1,933
-160
328
$345K ﹤0.01%
2,789
-2,523
329
$339K ﹤0.01%
16,957
330
$337K ﹤0.01%
1,256
+2
331
$337K ﹤0.01%
9,665
332
$337K ﹤0.01%
1,898
+17
333
$336K ﹤0.01%
323
-10
334
$333K ﹤0.01%
9,203
+273
335
$326K ﹤0.01%
1,724
336
$323K ﹤0.01%
6,206
337
$323K ﹤0.01%
2,753
+336
338
$320K ﹤0.01%
594
+2
339
$318K ﹤0.01%
2,829
+98
340
$316K ﹤0.01%
3,983
341
$314K ﹤0.01%
340
-29
342
$307K ﹤0.01%
769
-96
343
$305K ﹤0.01%
1,182
344
$302K ﹤0.01%
6,052
+52
345
$301K ﹤0.01%
6,941
346
$299K ﹤0.01%
7,385
347
$296K ﹤0.01%
4,870
+20
348
$295K ﹤0.01%
855
-350
349
$295K ﹤0.01%
505
-65
350
$291K ﹤0.01%
4,949
+272
12 13
14
15 16