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
426
-1,950
427
-15,234