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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.29M 0.19%
45,778
-465
77
$4.98M 0.18%
56,907
-9,286
78
$4.97M 0.18%
39,179
-202
79
$4.91M 0.18%
51,168
-684
80
$4.81M 0.18%
15,876
-1,850
81
$4.73M 0.17%
120,594
-2,597
82
$4.72M 0.17%
118,110
-8,550
83
$4.6M 0.17%
98,618
-9,898
84
$4.53M 0.17%
101,386
-3,650
85
$4.46M 0.16%
80,820
-10,515
86
$3.98M 0.15%
40,620
-2,464
87
$3.52M 0.13%
65,727
-8,241
88
$3.44M 0.13%
9,426
-72
89
$3.41M 0.12%
57,006
-7,471
90
$3.27M 0.12%
92,937
91
$3.13M 0.11%
42,737
-640
92
$3.03M 0.11%
+8,420
93
$3.02M 0.11%
23,161
-2,356
94
$3.02M 0.11%
48,207
-91,040
95
$2.97M 0.11%
55,683
-11,890
96
$2.67M 0.1%
43,389
-25,276
97
$2.6M 0.09%
12,260
+1,110
98
$2.53M 0.09%
42,064
-1,642
99
$2.42M 0.09%
40,296
-3,700
100
$2.41M 0.09%
77,636
-8,659
2 3
4
5 6