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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$74.7M 1.14%
135,011
+85,120
27
$72.6M 1.1%
92,248
+50,523
28
$70.5M 1.07%
158,591
+91,916
29
$69.9M 1.06%
435,080
+335,940
30
$69.7M 1.06%
127,450
+56,306
31
$67.6M 1.03%
177,190
+92,813
32
$62.7M 0.95%
359,316
+119,594
33
$60.7M 0.92%
77,136
+30,848
34
$54.4M 0.83%
397,198
+216,304
35
$50.1M 0.76%
853,864
+203,237
36
$48.4M 0.74%
814,487
+802,980
37
$47.7M 0.73%
272,260
+178,388
38
$47.5M 0.72%
274,081
+170,805
39
$46.9M 0.71%
866,651
+539,300
40
$44.2M 0.67%
351,177
+191,648
41
$42.2M 0.64%
51,178
+44,414
42
$41M 0.62%
459,856
+178,971
43
$40.9M 0.62%
48,140
+35,269
44
$40.6M 0.62%
160,860
+87,362
45
$40.6M 0.62%
117,911
+43,817
46
$38M 0.58%
70,080
+36,813
47
$36.1M 0.55%
218,602
+123,907
48
$34.1M 0.52%
359,147
+155,387
49
$31.1M 0.47%
181,039
+100,547
50
$30.3M 0.46%
78,559
+44,230
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