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
401
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-4,058
402
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-20,622
403
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-2,386
404
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-19,027
405
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-10,670
406
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-3,014
407
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-7,196
408
– –
-33,280
409
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-8,143
410
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-17,181
411
– –
-247,302
412
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-4,877
413
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-6,304
414
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-29,720
415
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-18,460
416
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-244,382
417
– –
-31,153
418
– –
-43,096
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