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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.8M 0.45%
294,130
+106,122
52
$11.7M 0.45%
127,807
+3,622
53
$11.6M 0.44%
124,626
+4,178
54
$11.4M 0.44%
135,159
-4,625
55
$10.8M 0.41%
137,647
-8,467
56
$10.6M 0.41%
227,267
+25,686
57
$10.3M 0.4%
46,081
+14,059
58
$10.2M 0.39%
58,474
-812
59
$10.2M 0.39%
62,459
+28,416
60
$9.8M 0.38%
49,645
+325
61
$9.77M 0.37%
53,003
-465
62
$9.77M 0.37%
127,445
-6,503
63
$9.71M 0.37%
115,788
+476
64
$9.36M 0.36%
128,644
+1,851
65
$9.12M 0.35%
174,102
+1,571
66
$8.93M 0.34%
163,090
-745
67
$8.71M 0.33%
752,944
-22,086
68
$8.02M 0.31%
236,112
+138,012
69
$7.97M 0.31%
168,286
-21,761
70
$7.89M 0.3%
71,939
-510
71
$7.81M 0.3%
53,856
+3,762
72
$7.74M 0.3%
92,925
-13,014
73
$7.53M 0.29%
131,845
+5,318
74
$7.45M 0.29%
40,297
-768
75
$7.35M 0.28%
89,729
+1,279
1 2
3
4 5