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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.95M 1.12%
93,917
+1,595
27
$5.94M 1.11%
5,127
+120
28
$5.7M 1.07%
56,065
+5,017
29
$5.12M 0.96%
48,065
+1,900
30
$5M 0.94%
40,757
+3,656
31
$5M 0.94%
108,720
+1,770
32
$4.03M 0.76%
66,945
+5,512
33
$3.95M 0.74%
74,120
+800
34
$3.91M 0.73%
26,701
-2,100
35
$3.88M 0.73%
41,297
+8,394
36
$3.88M 0.73%
162,566
-321
37
$3.5M 0.66%
60,472
+2,630
38
$3.5M 0.66%
34,467
39
$3.45M 0.65%
34,862
-5,685
40
$3.37M 0.63%
40,265
+2,366
41
$3.09M 0.58%
28,995
42
$2.89M 0.54%
19,270
43
$2.73M 0.51%
54,636
+9,668
44
$2.66M 0.5%
42,432
-2,855
45
$2.66M 0.5%
49,645
46
$2.54M 0.48%
38,188
+1,763
47
$2.48M 0.46%
97,251
+6,996
48
$2.47M 0.46%
31,461
+4,307
49
$2.43M 0.46%
36,560
-600
50
$2.29M 0.43%
19,326
+149
1
2
3 4 5