BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$14.2M0.21% 263,215
+2,191
+0.8%
+$118K
$14.1M0.2% 41,463
+39,358
+1,870%
+$13.4M
$13.2M0.19% 100,595
+30,204
+43%
+$3.97M
$12.9M0.19% 123,257
+5,596
+5%
+$585K
$12.6M0.18% 121,052
-4
+0%
-$417
$12.5M0.18% 146,724
-2,455
-2%
-$209K
$12.4M0.18% 48,138
+1,627
+4%
+$421K
$12.4M0.18% 74,698
-5,914
-7%
-$981K
$11.6M0.17% 138,824
+14,859
+12%
+$1.24M
$11.5M0.17% 67,257
+1,915
+3%
+$328K
$11.1M0.16% 567,485––
$10.9M0.16% 17,892
+280
+2%
+$170K
$10.8M0.16% 704,741––
$10.3M0.15% 64,882
-5,352
-8%
-$850K
$9.1M0.13% 76,478
-749
-1%
-$89.1K
$9.02M0.13% 10,924
-540
-5%
-$446K
$8.49M0.12% 124,214
-6,431
-5%
-$440K
$7.68M0.11% 28,236
-218
-0.8%
-$59.3K
$7.64M0.11% 87,068
-5,321
-6%
-$467K
$7.4M0.11% 33,366
+450
+1%
+$99.8K
$7.27M0.1% 42,655
-1,127
-3%
-$192K
$6.57M0.09% 192,363––
$6.5M0.09% 21,201
-276
-1%
-$84.7K
$5.93M0.09% 33,018
-4,380
-12%
-$787K
$5.07M0.07% 116,050
+3,333
+3%
+$146K
1 2345617