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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 1.11%
359,404
-5,714
27
$28.9M 1.05%
18,132
-1,814
28
$27.1M 0.99%
383,360
-11,540
29
$22.7M 0.83%
171,934
-7,285
30
$22.5M 0.82%
280,703
+21,565
31
$21.5M 0.78%
152,594
-3,842
32
$20.8M 0.76%
67,244
-6,132
33
$20.8M 0.76%
53,562
-1,519
34
$20.6M 0.75%
236,935
+8,136
35
$20.6M 0.75%
359,368
+7,957
36
$20.3M 0.74%
61,716
-1,348
37
$18.7M 0.68%
482,673
-3,158
38
$18.7M 0.68%
86,651
-1,375
39
$18.5M 0.67%
95,985
-843
40
$18M 0.66%
465,819
+18,707
41
$17M 0.62%
443,418
-7,386
42
$16.6M 0.6%
69,197
-1,040
43
$16M 0.58%
626,008
-665
44
$16M 0.58%
410,033
-32,050
45
$15.2M 0.55%
206,362
+7,732
46
$14.6M 0.53%
163,932
-7,227
47
$14.5M 0.53%
148,642
-1,150
48
$14.1M 0.51%
417,948
-7,736
49
$13.9M 0.51%
388,782
+32,225
50
$13.8M 0.5%
73,468
-967
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2
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