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
351
$288K ﹤0.01%
1,450
352
$285K ﹤0.01%
8,407
353
$281K ﹤0.01%
1,861
354
$280K ﹤0.01%
3,357
-76
355
$277K ﹤0.01%
+8,705
356
$276K ﹤0.01%
1,185
+37
357
$274K ﹤0.01%
3,806
+151
358
$273K ﹤0.01%
2,768
359
$272K ﹤0.01%
2,091
360
$269K ﹤0.01%
+1,282
361
$267K ﹤0.01%
3,854
+75
362
$267K ﹤0.01%
528
-207
363
$265K ﹤0.01%
8,448
-190
364
$264K ﹤0.01%
4,927
365
$264K ﹤0.01%
+1,934
366
$263K ﹤0.01%
1,748
+5
367
$258K ﹤0.01%
1,620
+60
368
$257K ﹤0.01%
5,472
369
$256K ﹤0.01%
1,417
+31
370
$255K ﹤0.01%
1,345
+49
371
$254K ﹤0.01%
5,245
372
$250K ﹤0.01%
2,370
373
$250K ﹤0.01%
+2,884
374
$246K ﹤0.01%
884
-77
375
$240K ﹤0.01%
2,530