BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$77.2M1.11% 213,831
-8,715
-4%
-$3.15M
$76.3M1.1% 175,836
+3,007
+2%
+$1.31M
$72.6M1.05% 385,699
+21,663
+6%
+$4.08M
$70.9M1.02% 241,420
+11,500
+5%
+$3.38M
$69.8M1.01% 140,237
+7,820
+6%
+$3.89M
$67M0.97% 400,230
-27,186
-6%
-$4.55M
$66.7M0.96% 386,592
-1,269
-0.3%
-$219K
$63.2M0.91% 1,497,422
-3,000
-0.2%
-$127K
$58.9M0.85% 376,994
-10,833
-3%
-$1.69M
$56.3M0.81% 274,122
+2,491
+0.9%
+$512K
$55.5M0.8% 144,604
+3,601
+3%
+$1.38M
$52.7M0.76% 66,228
-1,738
-3%
-$1.38M
$48.8M0.7% 679,067
-100
-0%
-$7.18K
$47.9M0.69% 789,642
-52,884
-6%
-$3.21M
$47.1M0.68% 367,494
+215
+0.1%
+$27.6K
$46.5M0.67% 822,519
-40,763
-5%
-$2.31M
$44.8M0.65% 47,370
+78
+0.2%
+$73.8K
$44.7M0.64% 271,553
+3,723
+1%
+$613K
$43.7M0.63% 71,001
+3,528
+5%
+$2.17M
$42.1M0.61% 443,258
-7,795
-2%
-$740K
$40.2M0.58% 192,031
+12,165
+7%
+$2.55M
$38.9M0.56% 106,108
-5,766
-5%
-$2.11M
$37.1M0.54% 59,208
+32,367
+121%
+$20.3M
$35.1M0.51% 51,698
+192
+0.4%
+$131K
$33.4M0.48% 131,260
-22,039
-14%
-$5.61M
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