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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.2M 0.23%
17,624
+1,406
77
$1.2M 0.23%
10,675
+1,845
78
$1.14M 0.21%
31,028
+380
79
$1.13M 0.21%
6,994
80
$1.06M 0.2%
23,630
-1,550
81
$1.05M 0.2%
32,500
82
$1.04M 0.19%
26,725
83
$1.02M 0.19%
7,979
+990
84
$976K 0.18%
36,677
+11,246
85
$934K 0.18%
23,158
+2,550
86
$930K 0.17%
33,162
+12,134
87
$897K 0.17%
35,614
+197
88
$868K 0.16%
10,308
89
$752K 0.14%
15,226
+505
90
$732K 0.14%
7,600
91
$730K 0.14%
17,100
92
$718K 0.13%
8,085
+110
93
$706K 0.13%
11,978
-350
94
$659K 0.12%
5,108
+2,800
95
$615K 0.12%
13,453
+23
96
$601K 0.11%
17,225
-1,580
97
$578K 0.11%
14,829
+2,301
98
$533K 0.1%
6,155
99
$530K 0.1%
9,868
+1,150
100
$514K 0.1%
10,053
+400
2 3
4
5 6