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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.5M 1.15%
180,286
-724
27
$30.6M 1.11%
190,048
+1,153
28
$28.8M 1.05%
72,965
+2,263
29
$28.7M 1.05%
78,512
+1,879
30
$26.4M 0.96%
78,392
+7,969
31
$25.4M 0.92%
66,912
+3,400
32
$24.9M 0.91%
1,643,920
+83,110
33
$22.4M 0.81%
319,799
+3,380
34
$21M 0.76%
641,005
+50,072
35
$20.4M 0.74%
41,106
-1,083
36
$20.3M 0.74%
519,047
+13,741
37
$19.9M 0.72%
119,503
-1,905
38
$19.7M 0.72%
245,922
+4,795
39
$17.7M 0.65%
160,542
-2,451
40
$17.4M 0.63%
249,688
+25,757
41
$17.4M 0.63%
77,586
+3,907
42
$16.5M 0.6%
175,455
+5,286
43
$16.1M 0.59%
169,244
+1,851
44
$16.1M 0.59%
86,993
+1,524
45
$15.9M 0.58%
103,592
-4
46
$15.1M 0.55%
39,080
+209
47
$15M 0.54%
103,458
-1,056
48
$14.6M 0.53%
141,149
+14,234
49
$14.4M 0.52%
80,940
-11,930
50
$14.4M 0.52%
11,142
+2,699
1
2
3 4 5