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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.41%
51,067
-7,630
52
$2.15M 0.4%
11,871
+1,338
53
$2.02M 0.38%
27,570
-2,875
54
$2M 0.37%
52,950
55
$2M 0.37%
43,335
+614
56
$1.99M 0.37%
21,137
+200
57
$1.98M 0.37%
17,225
58
$1.98M 0.37%
42,616
+1,335
59
$1.94M 0.36%
21,100
+880
60
$1.92M 0.36%
45,914
+132
61
$1.84M 0.34%
29,575
+2,625
62
$1.8M 0.34%
111,600
+8,200
63
$1.78M 0.33%
18,090
-835
64
$1.77M 0.33%
30,612
+1,400
65
$1.75M 0.33%
44,236
+180
66
$1.6M 0.3%
4,843
67
$1.54M 0.29%
24,586
+2,000
68
$1.48M 0.28%
18,166
+930
69
$1.42M 0.27%
10,082
+110
70
$1.33M 0.25%
23,575
+2,149
71
$1.28M 0.24%
13,697
+212
72
$1.24M 0.23%
15,554
+216
73
$1.24M 0.23%
29,795
+1,235
74
$1.22M 0.23%
18,750
+800
75
$1.22M 0.23%
15,875
1 2
3
4 5