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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$240K ﹤0.01%
3,400
-300
377
$239K ﹤0.01%
+2,020
378
$238K ﹤0.01%
+3,833
379
$237K ﹤0.01%
+758
380
$234K ﹤0.01%
2,654
-805
381
$234K ﹤0.01%
4,284
+233
382
$232K ﹤0.01%
+398
383
$228K ﹤0.01%
6,650
384
$226K ﹤0.01%
2,272
-413
385
$225K ﹤0.01%
3,579
386
$221K ﹤0.01%
+436
387
$219K ﹤0.01%
+2,850
388
$215K ﹤0.01%
+2,408
389
$213K ﹤0.01%
+513
390
$213K ﹤0.01%
+3,690
391
$212K ﹤0.01%
+1,583
392
$210K ﹤0.01%
+572
393
$206K ﹤0.01%
+2,324
394
$200K ﹤0.01%
10,422
395
$198K ﹤0.01%
14,559
+357
396
$172K ﹤0.01%
10,243
397
– –
-623
398
– –
-671
399
– –
-1,665
400
– –
-524
13 14 15
16
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