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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$29.7M 1.15%
82,842
+15,930
27
$28.5M 1.1%
56,228
-4,000
28
$24.5M 0.94%
72,854
-111
29
$24.2M 0.93%
178,698
-11,350
30
$23.7M 0.91%
40,026
-1,080
31
$23.5M 0.9%
76,852
-1,540
32
$20.9M 0.8%
242,376
-7,312
33
$20.6M 0.8%
647,563
+6,558
34
$20.5M 0.79%
74,432
-4,080
35
$20.3M 0.78%
1,671,510
+27,590
36
$19.4M 0.75%
173,665
+13,123
37
$18.5M 0.71%
317,316
-2,483
38
$18.4M 0.71%
112,502
-7,001
39
$17.6M 0.68%
86,771
-222
40
$16.1M 0.62%
40,080
+1,000
41
$15.9M 0.61%
77,492
-94
42
$15.2M 0.59%
168,364
-7,091
43
$14.8M 0.57%
248,902
+2,980
44
$14M 0.54%
97,543
-5,915
45
$14M 0.54%
169,542
+298
46
$13.6M 0.52%
101,208
-2,384
47
$13.4M 0.52%
141,347
+198
48
$13M 0.5%
323,108
-195,939
49
$12.9M 0.5%
55,955
-1,751
50
$12.8M 0.49%
254,259
+25,666
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