BIM
Bridges Investment Management Portfolio holdings
AUM $6.93B
AUM
$6.93B
AUM Growth
-$220M (-3%)
Cap. Flow
+$4.74M
Cap. Flow % of AUM
0.07%
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 | 20.02% |
| 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% | 3,060 | New | +$215K | |||
| $214K | 0% | 27,060 | – | – | |||
| $214K | 0% | 509 +73 | +17% | +$30.6K | |||
| $212K | 0% | 1,366 -51 | -4% | -$7.9K | |||
| $211K | 0% | 482 -428 | -47% | -$187K | |||
| $203K | 0% | 14,682 +123 | +0.8% | +$1.7K | |||
| $201K | 0% | 347 | New | +$201K | |||
| $123K | 0% | 10,176 -246 | -2% | -$2.97K | |||
| $0 | 0% | 0 -2,530 | Closed | – | |||
| $0 | 0% | 0 -2,299 | Closed | – | |||
| $0 | 0% | 0 -5,245 | Closed | – | |||
| $0 | 0% | 0 -3,824 | Closed | – | |||
| $0 | 0% | 0 -1,248 | Closed | – | |||
| $0 | 0% | 0 -987 | Closed | – | |||
| $0 | 0% | 0 -3,719 | Closed | – | |||
| $0 | 0% | 0 -1,693 | Closed | – | |||
| $0 | 0% | 0 -1,620 | Closed | – | |||
| $0 | 0% | 0 -6,650 | Closed | – | |||
| $0 | 0% | 0 -885 | Closed | – | |||
| $0 | 0% | 0 -1,375 | Closed | – | |||
| $0 | 0% | 0 -15,796 | Closed | – | |||
| $0 | 0% | 0 -450 | Closed | – | |||
| $0 | 0% | 0 -3,400 | Closed | – | |||
| $0 | 0% | 0 -2,370 | Closed | – | |||
| $0 | 0% | 0 -32,944 | Closed | – |
