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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.86M 0.2%
+48,697
77
$6.72M 0.2%
27,552
-2,905
78
$6.65M 0.2%
50,062
-288
79
$6.56M 0.2%
44,275
-1,725
80
$6.42M 0.19%
16,237
+25
81
$5.7M 0.17%
36,917
-438
82
$5.07M 0.15%
65,175
-5,122
83
$4.99M 0.15%
36,957
-1,953
84
$4.88M 0.15%
103,830
-8,637
85
$4.68M 0.14%
74,278
-1,635
86
$4.58M 0.14%
346,085
87
$4.42M 0.13%
55,755
-2,387
88
$4.28M 0.13%
89,723
-3,583
89
$4.11M 0.12%
77,453
-4,308
90
$4.08M 0.12%
29,135
-8,826
91
$3.94M 0.12%
11,173
-125
92
$3.78M 0.11%
26,425
-958
93
$3.59M 0.11%
9,494
+193
94
$3.57M 0.11%
17,987
+1,025
95
$3.35M 0.1%
11,572
-252
96
$3.27M 0.1%
14,501
97
$3.24M 0.1%
48,339
+115
98
$3.22M 0.1%
57,452
-1,925
99
$2.87M 0.09%
35,287
-700
100
$2.83M 0.08%
10,916
-1,244
2 3
4
5 6