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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.7M 0.46%
295,312
-114,721
52
$12.3M 0.41%
521,489
-104,519
53
$11.8M 0.4%
146,513
-1,610
54
$11.8M 0.4%
46,361
+861
55
$11.5M 0.39%
160,354
-3,578
56
$11.4M 0.38%
114,403
-1,375
57
$10.5M 0.36%
66,593
-6,848
58
$10.2M 0.34%
57,155
+14,843
59
$9.95M 0.34%
274,595
-143,353
60
$9.62M 0.33%
109,876
-1,980
61
$9.52M 0.32%
60,463
-987
62
$8.98M 0.3%
112,482
+13,484
63
$8.76M 0.3%
43,819
-30
64
$8.24M 0.28%
36,784
-13,017
65
$8.14M 0.28%
108,519
+219
66
$7.43M 0.25%
32,893
-598
67
$7.15M 0.24%
43,252
-25,663
68
$6.9M 0.23%
49,660
-1,370
69
$6.78M 0.23%
41,213
-500
70
$6.39M 0.22%
143,221
-9,015
71
$6.38M 0.22%
144,716
-4,955
72
$5.84M 0.2%
73,810
-1,074
73
$5.83M 0.2%
40,819
+1,640
74
$5.54M 0.19%
15,618
-258
75
$5.53M 0.19%
54,158
-2,749
1 2
3
4 5