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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.99M 0.15%
469,690
-2,845
77
$3.98M 0.15%
64,027
+11,630
78
$3.85M 0.15%
30,522
-2,298
79
$3.81M 0.15%
9,853
-360
80
$3.78M 0.15%
93,713
-3,100
81
$3.65M 0.14%
124,561
+1,543
82
$3.63M 0.14%
83,994
-1,575
83
$3.3M 0.13%
10,214
-449
84
$3.17M 0.12%
71,390
+4,940
85
$3.05M 0.12%
11,319
+38
86
$3.02M 0.12%
36,356
-956
87
$3.02M 0.12%
24,896
88
$2.96M 0.11%
31,600
89
$2.94M 0.11%
73,535
-1,850
90
$2.92M 0.11%
11,016
91
$2.87M 0.11%
22,289
92
$2.84M 0.11%
70,334
-14,694
93
$2.79M 0.11%
33,067
-27,151
94
$2.62M 0.1%
7,855
+45
95
$2.61M 0.1%
365,600
96
$2.56M 0.1%
19,198
-2,227
97
$2.49M 0.1%
12,312
+179
98
$2.48M 0.1%
56,565
-936
99
$2.43M 0.09%
14,211
100
$2.4M 0.09%
20,166
-3,100
2 3
4
5 6