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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

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
26
$28.9M 1.07%
280,895
-88,677
27
$27.8M 1.03%
85,531
-7,227
28
$26M 0.96%
389,160
-16,680
29
$26M 0.96%
79,677
+3,446
30
$24.9M 0.92%
564,258
+56
31
$24.5M 0.91%
179,327
+543
32
$24M 0.89%
164,309
-19,125
33
$22.6M 0.84%
503,339
-3,111
34
$21.8M 0.81%
67,477
-4,934
35
$20.9M 0.78%
193,238
+6,277
36
$20.7M 0.77%
62,864
+14,135
37
$19.3M 0.72%
305,304
+3,240
38
$18.3M 0.68%
51,656
+1,836
39
$18.2M 0.67%
72,448
+16,779
40
$17.8M 0.66%
91,422
-12,432
41
$17.6M 0.65%
370,829
-24,794
42
$16.1M 0.6%
138,963
+5,159
43
$15.6M 0.58%
120,969
+1,125
44
$15.4M 0.57%
263,509
-13,062
45
$15.2M 0.57%
160,873
+1,610
46
$15.2M 0.56%
394,776
+66,522
47
$15M 0.56%
75,916
+8,176
48
$15M 0.56%
54,907
-9,668
49
$14.6M 0.54%
94,544
+1,291
50
$14.1M 0.52%
249,620
+221,745
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