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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$36.1M 1.13%
141,718
+10,012
27
$35.3M 1.1%
46,288
+2,154
28
$34.8M 1.09%
41,725
-2,373
29
$34.2M 1.07%
80,419
+1,230
30
$33.6M 1.05%
66,505
-1,060
31
$29M 0.91%
49,891
-2,949
32
$28.4M 0.89%
74,094
-38,819
33
$26.9M 0.84%
84,377
-1,734
34
$26.6M 0.83%
66,675
+2,835
35
$24.9M 0.78%
180,894
+20,784
36
$23.4M 0.73%
280,885
-13,945
37
$22.1M 0.69%
73,498
+21,130
38
$21.4M 0.67%
33,267
-1,241
39
$20.9M 0.65%
203,760
-12,069
40
$20.4M 0.64%
159,529
-1,363
41
$19M 0.59%
327,351
-6,808
42
$18.9M 0.59%
367,010
43
$17.9M 0.56%
34,329
-942
44
$17.5M 0.55%
103,276
+40,406
45
$17.3M 0.54%
120,577
-2,449
46
$16.6M 0.52%
94,695
-6,548
47
$16.1M 0.5%
93,872
+10,668
48
$15.4M 0.48%
161,412
-9,726
49
$14.7M 0.46%
80,492
-1,943
50
$13.9M 0.43%
49,354
-2,038
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