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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.6M 0.46%
64,356
-9,858
52
$14.1M 0.42%
60,879
-6,829
53
$14M 0.42%
84,255
54
$13.9M 0.41%
71,228
+3,410
55
$13.1M 0.39%
112,803
-1,290
56
$12.8M 0.38%
153,777
+2,775
57
$12.4M 0.37%
51,266
-5,655
58
$12.2M 0.36%
35,412
-2,435
59
$11.9M 0.35%
103,222
-375
60
$11.2M 0.33%
41,580
+11,619
61
$11M 0.33%
97,257
-1,135
62
$10.7M 0.32%
101,896
-13,090
63
$10.4M 0.31%
4,741
-6,619
64
$9.71M 0.29%
167,142
+37,307
65
$8.82M 0.26%
159,882
+22,042
66
$8.13M 0.24%
42,296
+1,458
67
$8.06M 0.24%
141,387
-72,207
68
$7.85M 0.23%
26,624
-1,888
69
$7.74M 0.23%
78,137
-8,305
70
$7.67M 0.23%
136,672
-600
71
$7.63M 0.23%
133,941
-2,075
72
$7.6M 0.23%
+3,972
73
$7.53M 0.22%
34,345
-2,588
74
$7.36M 0.22%
35,709
-3,930
75
$7.05M 0.21%
29,436
-3,292
1 2
3
4 5