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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.12M 0.27%
88,932
-1,941
77
$6.84M 0.26%
159,310
-8,488
78
$6.69M 0.26%
149,113
+14,940
79
$5.79M 0.22%
39,898
-535
80
$5.76M 0.22%
140,176
-20
81
$5.59M 0.21%
42,403
+435
82
$5.53M 0.21%
63,866
-1,269
83
$5.52M 0.21%
20,905
-27,671
84
$5.37M 0.21%
70,558
-37,345
85
$5.16M 0.2%
44,979
+1,386
86
$5.14M 0.2%
139,659
-708
87
$5.1M 0.2%
55,723
88
$5.03M 0.19%
88,215
-291
89
$4.83M 0.18%
166,511
-800
90
$4.39M 0.17%
61,284
-2,306
91
$4.14M 0.16%
49,361
-193
92
$3.97M 0.15%
247,302
+4,078
93
$3.8M 0.15%
62,468
+1,801
94
$3.76M 0.14%
15,296
+543
95
$3.69M 0.14%
66,079
-2,645
96
$3.65M 0.14%
115,355
-1,263
97
$3.49M 0.13%
72,983
+13
98
$3.45M 0.13%
67,708
+2,608
99
$3.4M 0.13%
9,364
+471
100
$3.1M 0.12%
116,855
-850
2 3
4
5 6