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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.8M 0.51%
161,239
+97,875
52
$13.8M 0.51%
293,286
+283,643
53
$12.5M 0.46%
142,480
+28,117
54
$12.5M 0.46%
51,787
-2,397
55
$11.8M 0.44%
141,109
+5,716
56
$11.7M 0.43%
161,754
+129,559
57
$11.5M 0.43%
132,826
+3,477
58
$11.5M 0.43%
62,766
-12,477
59
$11.4M 0.42%
128,493
+2,597
60
$11.1M 0.41%
130,901
-7,928
61
$10.8M 0.4%
67,952
-12,043
62
$9.58M 0.36%
161,555
-11,219
63
$9.4M 0.35%
53,106
-3,458
64
$9.05M 0.34%
46,894
-2,226
65
$8.97M 0.33%
261,478
-52,711
66
$8.67M 0.32%
67,637
+3,103
67
$8.45M 0.31%
40,121
+1,737
68
$8.34M 0.31%
185,796
+26,086
69
$7.87M 0.29%
162,353
+1,045
70
$7.84M 0.29%
112,418
-15,097
71
$7.77M 0.29%
644,720
72
$7.7M 0.29%
81,243
-7,822
73
$7.7M 0.29%
52,174
-3,042
74
$7.59M 0.28%
80,532
-6,018
75
$7.22M 0.27%
57,786
-14,183
1 2
3
4 5