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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.99M 0.26%
80,492
-7,663
77
$6.82M 0.25%
136,675
-19,838
78
$6.51M 0.24%
50,792
+9,073
79
$6.48M 0.24%
105,505
-19,254
80
$6.35M 0.24%
132,320
-31,074
81
$6.33M 0.23%
38,894
+13,169
82
$5.67M 0.21%
34,017
-3,040
83
$5.63M 0.21%
55,723
84
$5.49M 0.2%
21,705
+7,147
85
$5.45M 0.2%
137,538
+120
86
$5.41M 0.2%
18,390
-2,220
87
$5.29M 0.2%
35,339
+32,228
88
$5.18M 0.19%
40,358
-7,653
89
$5.17M 0.19%
51,069
+2,288
90
$4.55M 0.17%
122,301
-498
91
$4.34M 0.16%
66,855
+198
92
$4.25M 0.16%
10,902
+393
93
$4.21M 0.16%
27,867
-143,266
94
$3.99M 0.15%
103,121
+97,659
95
$3.93M 0.15%
114,860
-1,500
96
$3.93M 0.15%
65,669
-6,142
97
$3.86M 0.14%
114,322
98
$3.85M 0.14%
109,432
-49,680
99
$3.55M 0.13%
44,102
+3,146
100
$3.5M 0.13%
58,713
+228
2 3
4
5 6