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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$11.9M
3
+$9.34M
4
TRU icon
TransUnion
TRU
+$8.15M
5
MA icon
Mastercard
MA
+$6.5M

Top Sells

1
+$24.3M
2
+$22.1M
3
+$8.55M
4
AAPL icon
Apple
AAPL
+$6.86M
5
CCL icon
Carnival Corp
CCL
+$5.85M

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
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404
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407
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408
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410
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411
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414
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-37,862
415
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416
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-9,560
417
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418
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