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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.5M 0.48%
76,366
-4,574
52
$12.3M 0.47%
85,531
-847
53
$11.4M 0.44%
26,152
+218
54
$11.2M 0.43%
52,093
+125
55
$11.2M 0.43%
13,102
+1,960
56
$10.9M 0.42%
60,271
+236
57
$10.1M 0.39%
26,857
+8,773
58
$8.89M 0.34%
92,615
59
$8M 0.31%
82,665
-1,075
60
$7.62M 0.29%
51,345
-1,225
61
$7.61M 0.29%
16,118
-145
62
$6.93M 0.27%
30,739
-859
63
$6.53M 0.25%
138,218
64
$6.3M 0.24%
72,194
-4,765
65
$5.78M 0.22%
22,479
-69
66
$5.61M 0.22%
31,513
+2,784
67
$5.2M 0.2%
149,173
-15,274
68
$5.13M 0.2%
33,162
+155
69
$4.98M 0.19%
29,809
-1,254
70
$4.95M 0.19%
59,639
-12,632
71
$4.89M 0.19%
47,032
-438
72
$4.72M 0.18%
54,787
-800
73
$4.55M 0.18%
+24,264
74
$4.53M 0.17%
24,224
-27,868
75
$4.1M 0.16%
18,113
-392
1 2
3
4 5