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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.6M 1.16%
48,781
-2,355
27
$32.4M 1.15%
56,295
+14
28
$28.3M 1%
82,066
+2,860
29
$28.3M 1%
141,344
-11,701
30
$28M 0.99%
72,747
+364
31
$24.1M 0.86%
113,889
-18,100
32
$22.4M 0.79%
317,701
-855
33
$21.5M 0.76%
46,206
+11,247
34
$20.5M 0.73%
112,518
+3,152
35
$20.3M 0.72%
177,456
+7,948
36
$20M 0.71%
263,424
+15,537
37
$19.9M 0.71%
36,433
-4,448
38
$19.8M 0.7%
91,582
+3,347
39
$18.7M 0.66%
226,225
+10,049
40
$18.2M 0.65%
81,182
+240
41
$18.2M 0.64%
174,253
+1,894
42
$17M 0.6%
270,078
+13,369
43
$16.7M 0.59%
104,771
+701
44
$15.7M 0.56%
29,251
+1,786
45
$15.7M 0.56%
96,062
+1,387
46
$15.5M 0.55%
27,342
-8,949
47
$15.4M 0.55%
248,399
-8,024
48
$15.3M 0.54%
21,830
+7,800
49
$15.3M 0.54%
129,050
-1,832
50
$15.2M 0.54%
54,270
+799
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