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
– –
-1,102
377
– –
-21,660
378
– –
-2,188
379
– –
-2,271
380
– –
-3,140
381
– –
-2,553
382
– –
-2,043
383
– –
-5,102
384
– –
-4,006
385
– –
-11,912
386
– –
-6,530
387
– –
-1,460
388
– –
-37,862
389
– –
-5,560
390
– –
-9,560
391
– –
-5,211
392
– –
-16,183
393
– –
-4,806
394
– –
-4,907
395
– –
-24,611
396
– –
-43,830
397
– –
-12,426
398
– –
-15,761
399
– –
-5,273
400
– –
-9,451
13 14 15
16
17