BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$11.1M
2
+$5.16M
3
+$5.02M
4
ADSK icon
Autodesk
ADSK
+$4.78M
5
SCHW icon
Charles Schwab
SCHW
+$4.62M

Top Sells

1
+$11.9M
2
+$10.7M
3
+$7.63M
4
COST icon
Costco
COST
+$6.9M
5
BIIB icon
Biogen
BIIB
+$5.12M

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
401
$212K 0.01%
+11,114
402
$212K 0.01%
12,288
403
$212K 0.01%
+14,400
404
$212K 0.01%
+2,948
405
$208K 0.01%
+2,047
406
$207K 0.01%
+995
407
$205K 0.01%
+5,570
408
$204K 0.01%
+1,167
409
$190K 0.01%
+15,534
410
$184K 0.01%
+305
411
$169K 0.01%
23,762
412
– –
-4,600
413
– –
-2,003
414
– –
-4,657
415
– –
-17,706
416
– –
-1,750
417
– –
-26,860
418
– –
-2,040
419
– –
-1,170
420
– –
-12,800
421
– –
-8,000
422
– –
-13,269
423
– –
-11,269
424
– –
-8,142
425
– –
-11,343
14 15 16
17
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