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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.5M 0.52%
71,147
+8,558
52
$10.6M 0.38%
68,587
-3,289
53
$9.84M 0.35%
92,615
54
$9.6M 0.34%
88,886
+45,437
55
$9.56M 0.34%
+254,220
56
$9.42M 0.33%
36,855
+5,573
57
$8.85M 0.31%
53,429
+973
58
$8.74M 0.31%
86,320
+151
59
$7.92M 0.28%
32,742
-208
60
$7.49M 0.27%
137,494
-1,658
61
$7.15M 0.25%
65,215
-1,144
62
$7.07M 0.25%
14,225
+796
63
$6.49M 0.23%
22,718
+1,828
64
$6.46M 0.23%
34,732
-386
65
$6.38M 0.23%
99,490
+910
66
$6.2M 0.22%
522,095
+52,405
67
$5.91M 0.21%
55,537
-750
68
$5.84M 0.21%
47,032
69
$5.55M 0.2%
57,113
-50
70
$5.48M 0.19%
28,696
-209
71
$4.93M 0.17%
23,201
-700
72
$4.89M 0.17%
10,345
+37
73
$4.69M 0.17%
38,259
+649
74
$4.43M 0.16%
116,726
+3,149
75
$4.4M 0.16%
62,875
-90
1 2
3
4 5