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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.05M 0.23%
17,726
-664
77
$4.91M 0.22%
91,335
-14,170
78
$4.9M 0.22%
46,243
-4,549
79
$4.8M 0.22%
126,660
-10,878
80
$4.76M 0.22%
123,191
-13,484
81
$4.29M 0.19%
+68,253
82
$4.27M 0.19%
108,516
-23,804
83
$4.2M 0.19%
51,852
-3,871
84
$4.08M 0.18%
68,665
-11,867
85
$3.99M 0.18%
105,036
-7,382
86
$3.94M 0.18%
39,381
-977
87
$3.56M 0.16%
43,084
-7,985
88
$3.49M 0.16%
64,477
-1,192
89
$3.39M 0.15%
+25,571
90
$3.32M 0.15%
644,720
91
$3.22M 0.15%
9,498
-1,404
92
$3.19M 0.14%
73,968
+15,255
93
$3.14M 0.14%
67,573
+718
94
$3.13M 0.14%
32,673
-35,279
95
$2.91M 0.13%
25,517
-26,657
96
$2.88M 0.13%
43,377
-3,777
97
$2.73M 0.12%
92,937
-21,923
98
$2.67M 0.12%
86,295
-36,006
99
$2.65M 0.12%
43,996
+156
100
$2.56M 0.12%
11,406
-1,486
2 3
4
5 6