BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
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
401
– –
-8,210
402
– –
-3,817
403
– –
-10,669
404
– –
-3,690
405
– –
-1,618
406
– –
-1,780
407
– –
-2,158
408
– –
-1,792
409
– –
-9,713
410
– –
-13,000
411
– –
-7,589
412
– –
-239,720
413
– –
-45,938
414
– –
-9,446
415
– –
-2,761
416
– –
-8,500
417
– –
-20,622
418
– –
-2,386
13 14 15 16
17