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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.48%
74,435
+35,541
52
$10.3M 0.46%
130,297
-2,529
53
$9.71M 0.44%
120,291
+108,305
54
$9.64M 0.44%
47,563
-4,224
55
$9.63M 0.44%
356,557
+253,436
56
$9.51M 0.43%
115,978
-4,991
57
$9.49M 0.43%
148,123
-12,750
58
$8.94M 0.4%
117,284
-11,209
59
$8.71M 0.39%
+1,321,240
60
$8.7M 0.39%
49,530
+27,825
61
$8.57M 0.39%
117,456
-13,445
62
$8.44M 0.38%
295,846
+32,337
63
$8.38M 0.38%
77,730
-16,814
64
$7.02M 0.32%
139,247
-141,648
65
$6.99M 0.32%
44,824
-2,070
66
$6.42M 0.29%
39,347
-774
67
$6.29M 0.28%
47,053
-6,053
68
$6.13M 0.28%
179,546
-6,250
69
$5.99M 0.27%
64,444
-3,193
70
$5.78M 0.26%
52,557
-5,229
71
$5.73M 0.26%
78,015
-2,477
72
$5.5M 0.25%
152,881
-9,472
73
$5.31M 0.24%
147,737
+6,628
74
$5.24M 0.24%
152,198
-9,357
75
$5.14M 0.23%
66,193
-15,050
1 2
3
4 5