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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

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
26
$28.3M 1.08%
96,296
+376
27
$27.9M 1.07%
76,545
+1,592
28
$26.1M 1%
187,432
-24,016
29
$25.5M 0.98%
252,624
+6,748
30
$24.9M 0.95%
584,739
+92,491
31
$23.7M 0.91%
568,824
+269,928
32
$23.6M 0.91%
180,302
-3,219
33
$23.5M 0.9%
496,037
+43,669
34
$21.7M 0.83%
402,240
-7,420
35
$21.5M 0.82%
187,835
-2,904
36
$21.4M 0.82%
505,465
+15,321
37
$21M 0.81%
71,371
+2,069
38
$17.8M 0.68%
48,473
-1,184
39
$16.2M 0.62%
105,990
-87
40
$14.8M 0.57%
64,927
+82
41
$14.6M 0.56%
257,367
+60,245
42
$14.4M 0.55%
119,844
+5,775
43
$14.2M 0.54%
159,263
+8,001
44
$14.1M 0.54%
68,021
-1,436
45
$14.1M 0.54%
283,857
+20,424
46
$14.1M 0.54%
87,586
+9,839
47
$13.3M 0.51%
316,222
+88,242
48
$12.3M 0.47%
41,803
+8,844
49
$12.1M 0.46%
88,319
+6,355
50
$11.9M 0.46%
51,866
+3,200
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2
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