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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.9M 0.46%
126,915
+8,173
52
$14.4M 0.44%
58,055
-556
53
$14M 0.43%
60,549
+1,432
54
$12.9M 0.4%
141,831
-84,489
55
$12.5M 0.39%
49,940
+3,675
56
$12.4M 0.38%
8,443
+1,319
57
$12M 0.37%
222,229
+22,933
58
$11.8M 0.37%
55,261
+806
59
$11.1M 0.34%
92,615
60
$11M 0.34%
51,937
+932
61
$10.8M 0.33%
21,287
+6,057
62
$9.37M 0.29%
79,184
+5,760
63
$9.12M 0.28%
15,841
+53
64
$8.19M 0.25%
138,218
-124
65
$7.66M 0.24%
31,692
-145
66
$7.49M 0.23%
22,199
+210
67
$7.37M 0.23%
163,272
+1,500
68
$6.9M 0.21%
73,484
-1,986
69
$6.53M 0.2%
79,014
-1,247
70
$6.45M 0.2%
47,880
71
$6.08M 0.19%
31,242
-371
72
$5.99M 0.19%
32,660
+988
73
$5.61M 0.17%
105,598
-9,748
74
$5.5M 0.17%
117,534
+6,710
75
$5.47M 0.17%
+9,821
1 2
3
4 5