BIM
Bridges Investment Management Portfolio holdings
AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M (-3%)
Cap. Flow
-$2.24M
Cap. Flow % of AUM
-0.03%
Top 10 Holdings %Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25
Top Buys
| 1 | $20.3M | |
| 2 | $13.8M | |
| 3 | $13.4M | |
| 4 | $10.5M | |
| 5 | $10.2M |
Top Sells
| 1 | $32.9M | |
| 2 | $12.7M | |
| 3 | $10M | |
| 4 | $9.96M | |
| 5 | $7.19M |
Sector Composition
| 1 | Financials | 22.94% |
| 2 | Technology | 20.01% |
| 3 | Consumer Discretionary | 10.41% |
| 4 | Healthcare | 9.17% |
| 5 | Industrials | 8.72% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $215K | ﹤0.01% | +3,060 | New | +$215K | |||
| $214K | ﹤0.01% | 27,060 | – | – | |||
| $214K | ﹤0.01% | 509 +73 | +17% | +$30.6K | |||
| $212K | ﹤0.01% | 1,366 -51 | -4% | -$7.9K | |||
| $211K | ﹤0.01% | 482 -428 | -47% | -$187K | |||
| $203K | ﹤0.01% | 14,682 +123 | +0.8% | +$1.7K | |||
| $201K | ﹤0.01% | +347 | New | +$201K | |||
| $123K | ﹤0.01% | 10,176 -246 | -2% | -$2.97K | |||
| – | – | -2,530 | Closed | -$245K | |||
| – | – | -2,299 | Closed | -$222K | |||
| – | – | -5,245 | Closed | -$262K | |||
| – | – | -3,824 | Closed | -$200K | |||
| – | – | -1,248 | Closed | -$215K | |||
| – | – | -987 | Closed | -$357K | |||
| – | – | -3,719 | Closed | -$210K | |||
| – | – | -1,693 | Closed | -$284K | |||
| – | – | -1,620 | Closed | -$329K | |||
| – | – | -6,650 | Closed | -$230K | |||
| – | – | -885 | Closed | -$203K | |||
| – | – | -1,375 | Closed | -$258K | |||
| – | – | -15,796 | Closed | -$156K | |||
| – | – | -450 | Closed | -$474K | |||
| – | – | -3,400 | Closed | -$209K | |||
| – | – | -2,370 | Closed | -$250K | |||
| – | – | -32,944 | Closed | -$703K |
