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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.4M 0.16%
37,610
+1,254
77
$4.4M 0.16%
28,999
-1,523
78
$4.37M 0.16%
43,449
+11,936
79
$4.37M 0.16%
18,277
+164
80
$4.25M 0.16%
62,965
-1,062
81
$3.97M 0.15%
113,577
-10,984
82
$3.92M 0.14%
82,869
-1,125
83
$3.86M 0.14%
101,798
-47,375
84
$3.75M 0.14%
85,888
-7,825
85
$3.72M 0.14%
10,164
-50
86
$3.7M 0.14%
11,351
+32
87
$3.38M 0.12%
70,960
-2,575
88
$3.19M 0.12%
18,328
+4,421
89
$3.18M 0.12%
69,534
-800
90
$3.09M 0.11%
22,289
91
$3.04M 0.11%
12,440
+128
92
$2.86M 0.1%
365,600
93
$2.82M 0.1%
27,927
-620
94
$2.82M 0.1%
24,956
+840
95
$2.8M 0.1%
54,664
-1,901
96
$2.77M 0.1%
6,455
-1,400
97
$2.63M 0.1%
16,748
-2,450
98
$2.61M 0.1%
18,536
-1,630
99
$2.61M 0.1%
14,211
100
$2.59M 0.1%
6,873
+373
2 3
4
5 6