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
376
$285K 0.01%
+5,462
377
$284K 0.01%
+12,129
378
$283K 0.01%
+1,086
379
$281K 0.01%
+1,824
380
$276K 0.01%
5,810
-184
381
$274K 0.01%
+2,349
382
$266K 0.01%
4,045
383
$263K 0.01%
1,288
-420
384
$261K 0.01%
+3,234
385
$258K 0.01%
10,080
386
$258K 0.01%
+2,184
387
$257K 0.01%
+1,780
388
$256K 0.01%
+6,617
389
$256K 0.01%
+3,537
390
$248K 0.01%
+2,188
391
$245K 0.01%
+3,507
392
$241K 0.01%
2,088
-675
393
$230K 0.01%
+12,112
394
$230K 0.01%
4,600
-100
395
$220K 0.01%
+1,737
396
$219K 0.01%
+1,965
397
$218K 0.01%
+610
398
$215K 0.01%
+10,526
399
$213K 0.01%
1,642
400
$213K 0.01%
8,068
14 15
16
17 18