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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.37M 0.17%
35,120
+304
77
$5.06M 0.16%
10,724
-4,193
78
$4.89M 0.15%
36,327
+204
79
$4.77M 0.15%
24,921
-200
80
$4.71M 0.15%
57,337
-2,658
81
$4.54M 0.14%
86,953
-1,370
82
$4.53M 0.14%
91,152
-2,628
83
$4.45M 0.14%
57,004
-1,958
84
$4.36M 0.13%
+14,670
85
$4.35M 0.13%
9,853
-60
86
$4.25M 0.13%
76,195
-873
87
$4.22M 0.13%
30,801
-14,174
88
$4.09M 0.13%
17,977
-123
89
$3.96M 0.12%
11,016
90
$3.79M 0.12%
60,120
+1,830
91
$3.61M 0.11%
346,085
92
$3.6M 0.11%
22,289
93
$3.5M 0.11%
23,075
94
$3.4M 0.11%
10,645
-983
95
$3.32M 0.1%
21,705
-4,335
96
$3.31M 0.1%
32,650
-12,406
97
$3.29M 0.1%
7,930
-3,143
98
$3.27M 0.1%
64,191
-2,098
99
$3.12M 0.1%
377,600
+231,600
100
$3.11M 0.1%
23,892
-13,844
2 3
4
5 6