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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.5M 0.49%
73,250
-7,871
52
$12.8M 0.47%
1,344,360
+23,120
53
$12.6M 0.46%
68,915
-6,138
54
$12.4M 0.45%
135,307
+15,016
55
$11.6M 0.42%
127,272
-3,025
56
$11.3M 0.41%
148,123
57
$11.3M 0.41%
115,778
-200
58
$11M 0.4%
111,856
-5,428
59
$10.7M 0.39%
45,500
-2,063
60
$10.4M 0.38%
73,441
-4,289
61
$10.1M 0.37%
49,801
+271
62
$8.72M 0.32%
43,849
-975
63
$7.59M 0.28%
108,300
-9,156
64
$7.46M 0.27%
147,281
-456
65
$7.37M 0.27%
61,450
-2,994
66
$7.19M 0.26%
33,491
-5,856
67
$7.15M 0.26%
255,020
-40,826
68
$6.84M 0.25%
98,998
+30,745
69
$6.43M 0.23%
152,236
-645
70
$6.33M 0.23%
42,312
+16,741
71
$6.1M 0.22%
51,030
-1,527
72
$6.03M 0.22%
41,713
-5,340
73
$5.99M 0.22%
149,671
-29,875
74
$5.59M 0.2%
151,798
-400
75
$5.53M 0.2%
74,884
-3,131
1 2
3
4 5