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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1 +$19.3M
2 +$13.5M
3 +$12.1M
4
ICE icon
Intercontinental Exchange
ICE
+$9.81M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$8.65M

Top Sells

1 +$12.5M
2 +$10M
3 +$8.18M
4
PNC icon
PNC Financial Services
PNC
+$4.74M
5
FDX icon
FedEx
FDX
+$4.21M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$24M 1.08%
365,118
+59,814
27
$23M 1.04%
394,900
+5,740
28
$21.5M 0.97%
179,219
-108
29
$20.5M 0.93%
156,436
-7,873
30
$19.4M 0.88%
202,381
+9,143
31
$19.1M 0.87%
259,138
+97,384
32
$19M 0.86%
73,376
+5,899
33
$18M 0.81%
626,673
+83,944
34
$17.9M 0.81%
351,411
+101,791
35
$17.2M 0.78%
55,081
+3,425
36
$16.2M 0.73%
485,831
-78,427
37
$15.5M 0.7%
63,064
+8,157
38
$15.2M 0.69%
442,083
-61,256
39
$15.1M 0.68%
228,799
+67,560
40
$14.8M 0.67%
96,828
+5,406
41
$14.3M 0.65%
425,684
+54,855
42
$14.2M 0.64%
149,792
+10,829
43
$13.4M 0.61%
81,121
+5,205
44
$13.4M 0.61%
447,112
+153,826
45
$13.3M 0.6%
88,026
+15,578
46
$13.1M 0.59%
198,630
+56,150
47
$12.4M 0.56%
171,159
-82,777
48
$12.3M 0.56%
450,804
+56,028
49
$11.2M 0.51%
75,053
-4,624
50
$11M 0.5%
70,237
+7,471