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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.72M 0.17%
32,820
-2,300
77
$4.69M 0.17%
472,535
+126,450
78
$4.6M 0.17%
60,218
-81,613
79
$4.46M 0.16%
96,813
-8,785
80
$4.39M 0.16%
10,213
+360
81
$3.89M 0.14%
18,505
+528
82
$3.81M 0.14%
37,312
+985
83
$3.55M 0.13%
85,028
-1,925
84
$3.47M 0.13%
85,569
-5,583
85
$3.46M 0.13%
10,663
86
$3.4M 0.12%
24,896
-25
87
$3.39M 0.12%
52,397
-4,607
88
$3.29M 0.12%
23,266
-626
89
$3.24M 0.12%
11,281
+636
90
$3.23M 0.12%
66,450
+6,330
91
$3.22M 0.12%
63,424
-767
92
$3.21M 0.12%
75,385
-810
93
$3.04M 0.11%
22,289
94
$3.02M 0.11%
57,501
-800
95
$2.81M 0.1%
365,600
-12,000
96
$2.81M 0.1%
31,600
-1,050
97
$2.75M 0.1%
28,547
98
$2.73M 0.1%
21,385
-320
99
$2.7M 0.1%
21,425
-1,650
100
$2.59M 0.09%
6,573
-4,151
2 3
4
5 6