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
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
– –
-13,269
413
– –
-11,269
414
– –
-8,142
415
– –
-11,343
416
– –
-1,950
417
– –
-15,234
418
– –
-4,657
419
– –
-17,706
420
– –
-1,750
421
– –
-26,860
422
– –
-2,040
423
– –
-1,170
424
– –
-12,800
425
– –
-8,000
14 15 16
17
18