BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$32.9M0.47% 247,982
+461
+0.2%
+$61.2K
$31.9M0.46% 212,948
-1,408
-0.7%
-$211K
$31.7M0.46% 213,473
+1,755
+0.8%
+$260K
$31.4M0.45% 8,232
+427
+5%
+$1.63M
$30.6M0.44% 98,010
-1,704
-2%
-$532K
$30.5M0.44% 99,776
+661
+0.7%
+$202K
$29.9M0.43% 81,606
+6,681
+9%
+$2.45M
$29.2M0.42% 83,567
-1,326
-2%
-$463K
$28.9M0.42% 92,723
-105
-0.1%
-$32.7K
$27.9M0.4% 282,812
-11,329
-4%
-$1.12M
$25.8M0.37% 320,614
+78,626
+32%
+$6.33M
$24.9M0.36% 53,440
+12
+0%
+$5.59K
$24.8M0.36% 148,007
-545
-0.4%
-$91.2K
$22.6M0.33% 70,984
+2,182
+3%
+$695K
$22.3M0.32% 412,869
+1,774
+0.4%
+$95.7K
$21.3M0.31% 57,322
-9,268
-14%
-$3.45M
$19.6M0.28% 31,918
+411
+1%
+$252K
$19.6M0.28% 62,783
-226
-0.4%
-$70.5K
$18.5M0.27% 151,484
+1,526
+1%
+$186K
$18.4M0.27% 75,274
+25,869
+52%
+$6.31M
$17.7M0.26% 81,259
-58,400
-42%
-$12.7M
$17.4M0.25% 39,002
+426
+1%
+$190K
$15.2M0.22% 29,533
-64
-0.2%
-$32.9K
$15M0.22% 134,607
+372
+0.3%
+$41.6K
$14.2M0.21% 217,155
+8,929
+4%
+$586K
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