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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.4M 1.11%
74,112
-25,376
27
$36.9M 1.1%
66,402
-8,416
28
$31.2M 0.93%
1,560,080
+27,280
29
$29.7M 0.88%
69,061
+2,913
30
$28.4M 0.84%
69,218
-3,193
31
$28.1M 0.84%
516,021
+26,581
32
$27.1M 0.8%
275,503
-15,353
33
$26.4M 0.78%
426,132
-10,992
34
$26.1M 0.78%
506,117
+17,640
35
$25.7M 0.76%
234,249
-14,538
36
$24.9M 0.74%
222,871
-4,775
37
$23.1M 0.69%
84,923
-14,101
38
$23.1M 0.69%
131,552
-157,587
39
$22.7M 0.68%
48,370
-2,697
40
$22.1M 0.66%
488,246
-28,257
41
$22.1M 0.66%
314,231
-18,671
42
$20.9M 0.62%
85,486
-2,440
43
$20.8M 0.62%
126,470
-8,009
44
$19.9M 0.59%
134,599
-10,378
45
$19.8M 0.59%
166,642
+3,600
46
$18.4M 0.55%
385,350
-9,749
47
$18M 0.53%
168,259
-4,846
48
$17.7M 0.53%
60,686
-11,384
49
$16.8M 0.5%
161,950
+2,791
50
$16.3M 0.49%
30,651
+480
1
2
3 4 5