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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.5M 0.19%
117,825
-285
77
$5.41M 0.18%
150,592
+3,311
78
$5.31M 0.18%
51,168
79
$5.24M 0.18%
146,198
-5,600
80
$5.22M 0.18%
44,870
-908
81
$5.01M 0.17%
39,896
-724
82
$4.85M 0.16%
158,690
-96,330
83
$4.57M 0.15%
76,808
-4,012
84
$4.51M 0.15%
116,777
-3,817
85
$3.74M 0.13%
65,145
-582
86
$3.64M 0.12%
9,507
+81
87
$3.62M 0.12%
12,028
+3,608
88
$3.57M 0.12%
90,656
-7,962
89
$3.35M 0.11%
97,556
-3,830
90
$3.24M 0.11%
42,037
-700
91
$3.14M 0.11%
87,837
-5,100
92
$3.03M 0.1%
54,068
-1,615
93
$2.99M 0.1%
22,309
-852
94
$2.97M 0.1%
25,261
-987
95
$2.94M 0.1%
12,363
+103
96
$2.78M 0.09%
13,340
+578
97
$2.73M 0.09%
39,296
-1,000
98
$2.67M 0.09%
76,586
-1,050
99
$2.54M 0.09%
48,124
100
$2.51M 0.09%
41,084
-980
2 3
4
5 6