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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$12.5M
3 +$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1 +$24.3M
2 +$21.7M
3 +$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-3,739
377
-31,240
378
-2,761
379
-8,500
380
-1,681
381
-4,558
382
-16,686
383
-9,350
384
-8,438
385
-29,320
386
-25,150
387
-4,822
388
-8,284
389
-2,022
390
-36,330
391
-1,102
392
-21,660
393
-2,188
394
-2,271
395
-3,140
396
-2,553
397
-2,043
398
-5,102
399
-4,006
400
-11,912