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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$86.1M 1.2%
175,266
+16,675
27
$82.8M 1.16%
133,781
-1,230
28
$74.8M 1.05%
433,424
-1,656
29
$73.9M 1.03%
142,803
-1,915
30
$73.3M 1.02%
230,761
+69,901
31
$69.9M 0.98%
368,083
+8,767
32
$68.8M 0.96%
1,503,638
+1,412,743
33
$68M 0.95%
406,746
-31,620
34
$66.1M 0.92%
175,978
-1,212
35
$64.3M 0.9%
71,888
-5,248
36
$63.4M 0.89%
394,388
-2,810
37
$56.4M 0.79%
273,855
+1,595
38
$54.1M 0.76%
276,861
+2,780
39
$53.2M 0.74%
843,799
-10,065
40
$46.6M 0.65%
115,090
-2,821
41
$45.9M 0.64%
458,268
-1,588
42
$45.6M 0.64%
869,850
+3,199
43
$45.2M 0.63%
800,146
-14,341
44
$43.4M 0.61%
72,229
+2,149
45
$43.1M 0.6%
350,872
-305
46
$42.7M 0.6%
48,181
+41
47
$40M 0.56%
51,698
+520
48
$39.5M 0.55%
362,950
+3,803
49
$36.9M 0.52%
216,720
-1,882
50
$35.6M 0.5%
180,286
-753
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