BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$5.29M
3
+$3.62M
4
EW icon
Edwards Lifesciences
EW
+$3.59M
5
NOW icon
ServiceNow
NOW
+$3.17M

Top Sells

1
+$9.53M
2
+$7.63M
3
+$6.54M
4
META icon
Meta Platforms (Facebook)
META
+$5.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.31M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.6M 0.5%
174,795
+40,510
52
$13.3M 0.49%
62,589
+10,496
53
$12.7M 0.47%
71,876
-4,490
54
$12.2M 0.45%
59,485
-786
55
$9.99M 0.37%
14,030
+928
56
$9.76M 0.36%
92,615
57
$9.46M 0.35%
86,169
+3,504
58
$9.02M 0.33%
68,037
-17,494
59
$8.65M 0.32%
32,950
+2,211
60
$8.3M 0.3%
31,282
+7,018
61
$7.82M 0.29%
52,456
+1,111
62
$7.32M 0.27%
66,359
-5,835
63
$7.32M 0.27%
139,152
+934
64
$7.24M 0.27%
175,430
-147,678
65
$6.25M 0.23%
56,287
+1,500
66
$6.19M 0.23%
28,905
-904
67
$6.13M 0.23%
13,429
-2,689
68
$5.8M 0.21%
35,118
+1,956
69
$5.79M 0.21%
57,163
-2,476
70
$5.72M 0.21%
469,690
71
$5.57M 0.2%
20,890
-1,589
72
$5.51M 0.2%
98,580
+27,190
73
$5.36M 0.2%
47,032
74
$5.01M 0.18%
10,308
+455
75
$4.55M 0.17%
23,901
-995
1 2
3
4 5