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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$34.4M 0.48%
148,071
-1,138
52
$34.2M 0.48%
213,469
-1,121
53
$32.8M 0.46%
85,824
-644
54
$31M 0.43%
79,667
+1,108
55
$30.5M 0.43%
100,286
-1,996
56
$30.1M 0.42%
93,542
-961
57
$28.6M 0.4%
250,886
-1,760
58
$27.8M 0.39%
100,511
+994
59
$26.2M 0.37%
69,647
+1,488
60
$25.5M 0.36%
53,510
+413
61
$24.3M 0.34%
67,345
+717
62
$23.6M 0.33%
411,122
-1,098
63
$22.9M 0.32%
7,274
+7,116
64
$22.8M 0.32%
38,938
-132
65
$22.5M 0.31%
63,722
+32
66
$22.2M 0.31%
150,833
-1,114
67
$22M 0.31%
27,145
+2,065
68
$20.2M 0.28%
129,518
-1,042
69
$19.8M 0.28%
31,827
-160
70
$19.7M 0.28%
+72,572
71
$17.9M 0.25%
151,924
+1,016
72
$17.1M 0.24%
135,772
+3,447
73
$16.1M 0.22%
98,731
+1,229
74
$15.5M 0.22%
29,289
-214
75
$13.8M 0.19%
84,971
-2,026
1 2
3
4 5