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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.5M 1.12%
153,045
-14,551
27
$28.4M 1.04%
36,291
-3,735
28
$27.9M 1.03%
400,172
-21,648
29
$26.5M 0.97%
79,206
+2,354
30
$24.4M 0.89%
72,383
-2,049
31
$22.9M 0.84%
1,563,910
-107,600
32
$22M 0.81%
169,508
-4,157
33
$21.9M 0.8%
547,269
-100,294
34
$21.8M 0.8%
318,556
+1,240
35
$20.1M 0.74%
87,433
+14,579
36
$19.8M 0.73%
88,235
+1,464
37
$19.8M 0.73%
109,366
-3,136
38
$19.2M 0.71%
80,942
+3,450
39
$19.2M 0.7%
40,881
+801
40
$17.7M 0.65%
172,359
+3,995
41
$17.7M 0.65%
247,887
+5,511
42
$17M 0.62%
94,675
-2,868
43
$16.8M 0.62%
104,070
+2,862
44
$16.1M 0.59%
216,176
+46,634
45
$15.9M 0.58%
131,989
-46,709
46
$14.9M 0.55%
256,709
+2,450
47
$14.6M 0.53%
256,423
+7,521
48
$14.4M 0.53%
130,882
-10,465
49
$14.1M 0.52%
53,471
-2,484
50
$14M 0.51%
27,465
+1,313
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2
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