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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.6M 0.42%
85,987
-3,081
52
$13.5M 0.42%
68,275
-375
53
$13.1M 0.41%
99,140
+10,700
54
$13.1M 0.41%
37,830
-998
55
$11.3M 0.35%
89,476
+3,827
56
$10.5M 0.33%
92,526
+881
57
$10.2M 0.32%
25,223
+2,280
58
$9.43M 0.29%
12,871
+314
59
$8.96M 0.28%
136,017
-144
60
$8.73M 0.27%
30,699
+2,476
61
$8.61M 0.27%
522,095
62
$8.1M 0.25%
45,705
+250
63
$7.9M 0.25%
49,943
-5,715
64
$7.72M 0.24%
9,925
-42
65
$7.09M 0.22%
20,441
-765
66
$7.05M 0.22%
60,656
+320
67
$6.12M 0.19%
13,460
+2,587
68
$5.94M 0.19%
34,095
+2,980
69
$5.85M 0.18%
44,355
-2,408
70
$5.48M 0.17%
15,301
+3,400
71
$5.3M 0.17%
21,212
+4,264
72
$4.85M 0.15%
23,647
-1,469
73
$4.73M 0.15%
6,764
+785
74
$4.66M 0.15%
10,042
+599
75
$4.63M 0.14%
106,766
+2,448
1 2
3
4 5