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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.3M 0.52%
86,378
+1,511
52
$14.2M 0.52%
57,706
-349
53
$13.3M 0.48%
51,968
+2,028
54
$13M 0.47%
60,035
-514
55
$12.6M 0.46%
228,593
+6,364
56
$12.2M 0.44%
25,934
+4,647
57
$9.41M 0.34%
92,615
58
$9.1M 0.33%
83,740
+4,556
59
$8.96M 0.33%
52,092
-3,169
60
$8.6M 0.31%
18,084
+8,263
61
$7.79M 0.28%
16,263
+422
62
$7.69M 0.28%
31,598
-94
63
$7.42M 0.27%
52,570
+633
64
$7.14M 0.26%
72,271
-1,213
65
$7.01M 0.26%
138,218
66
$6.59M 0.24%
164,447
+1,175
67
$6.59M 0.24%
76,959
-2,055
68
$6.26M 0.23%
22,548
+349
69
$6.21M 0.23%
152,879
-287,456
70
$6.05M 0.22%
28,729
+14,059
71
$5.4M 0.2%
31,063
-179
72
$5.3M 0.19%
47,470
-410
73
$5.07M 0.18%
33,007
+347
74
$5.07M 0.18%
55,587
-1,750
75
$4.83M 0.18%
123,018
+5,484
1 2
3
4 5