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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.6M 1.13%
181,010
-2,340
27
$35.7M 1.1%
60,387
+361
28
$34.9M 1.08%
76,633
+3,958
29
$32.2M 0.99%
282,166
+2,610
30
$28.9M 0.89%
70,423
+5,560
31
$28.8M 0.89%
63,512
-3,438
32
$25.9M 0.8%
223,931
+34,707
33
$25.1M 0.78%
316,419
+2,408
34
$24.9M 0.77%
241,127
+6,195
35
$24.5M 0.76%
505,306
+6,300
36
$22.6M 0.7%
590,933
+56,660
37
$22.5M 0.69%
170,169
+705
38
$21.2M 0.66%
441,285
+2,402
39
$20.3M 0.63%
121,408
-1,022
40
$20.1M 0.62%
440,335
-801
41
$19.7M 0.61%
167,393
+3,152
42
$19.4M 0.6%
162,993
-787
43
$19M 0.59%
42,189
+8,520
44
$18.4M 0.57%
73,679
+607
45
$18M 0.56%
84,867
+2,196
46
$17M 0.53%
104,514
-2,077
47
$16.9M 0.52%
85,469
+2,972
48
$16.8M 0.52%
103,596
+51
49
$16.5M 0.51%
92,870
-27,450
50
$15.5M 0.48%
38,871
+246
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