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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.9M 1.05%
320,996
-50,298
27
$28M 0.95%
381,040
-2,320
28
$27.5M 0.93%
290,454
+9,751
29
$24.6M 0.83%
471,570
+5,751
30
$23.7M 0.8%
171,246
-688
31
$22.8M 0.77%
152,961
+367
32
$22.4M 0.76%
66,646
-598
33
$22.3M 0.75%
95,952
-33
34
$22.3M 0.75%
61,787
+71
35
$21.1M 0.71%
12,336
-5,796
36
$20.8M 0.71%
52,767
-795
37
$19.9M 0.67%
236,944
+9
38
$19.7M 0.67%
480,973
-1,700
39
$19.4M 0.66%
77,042
+3,574
40
$18.8M 0.64%
1,392,760
+48,400
41
$18.8M 0.63%
77,932
-8,719
42
$18.6M 0.63%
326,735
-32,633
43
$18.1M 0.61%
442,944
-474
44
$18M 0.61%
209,060
+2,698
45
$16.6M 0.56%
161,539
+12,897
46
$16.3M 0.55%
74,393
+1,143
47
$16.1M 0.54%
402,496
+13,714
48
$15.9M 0.54%
68,682
-515
49
$14.4M 0.49%
144,248
+8,941
50
$13.8M 0.47%
126,647
-625
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2
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