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
351
$335K 0.01%
+7,309
352
$331K 0.01%
+2,043
353
$326K 0.01%
+6,226
354
$325K 0.01%
+2,386
355
$324K 0.01%
+4,070
356
$322K 0.01%
+2,428
357
$317K 0.01%
+2,761
358
$317K 0.01%
14,286
359
$315K 0.01%
15,758
-58,406
360
$310K 0.01%
2,128
-1,176
361
$308K 0.01%
+1,681
362
$307K 0.01%
4,050
363
$307K 0.01%
14,800
364
$306K 0.01%
2,178
365
$306K 0.01%
+9,224
366
$305K 0.01%
6,212
367
$304K 0.01%
11,796
-1,500
368
$304K 0.01%
+5,211
369
$299K 0.01%
+3,409
370
$298K 0.01%
+5,141
371
$297K 0.01%
+7,932
372
$294K 0.01%
9,405
-5,420
373
$292K 0.01%
906
374
$288K 0.01%
+3,528
375
$285K 0.01%
6,810
+356
13 14
15
16 17