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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.23M 0.15%
28,433
-566
77
$4.04M 0.14%
82,119
-750
78
$3.98M 0.14%
100,828
-970
79
$3.97M 0.14%
17,829
-448
80
$3.85M 0.14%
10,837
-514
81
$3.69M 0.13%
19,008
+680
82
$3.59M 0.13%
12,580
+140
83
$3.47M 0.12%
10,114
-50
84
$3.12M 0.11%
69,857
+323
85
$3.05M 0.11%
22,289
86
$2.98M 0.11%
82,532
-3,356
87
$2.97M 0.11%
14,908
-44,577
88
$2.9M 0.1%
25,052
+96
89
$2.89M 0.1%
7,245
+372
90
$2.88M 0.1%
16,790
+42
91
$2.7M 0.1%
27,529
-398
92
$2.66M 0.09%
14,051
-160
93
$2.64M 0.09%
6,405
-50
94
$2.59M 0.09%
20,323
-292
95
$2.58M 0.09%
338,055
-27,545
96
$2.57M 0.09%
22,775
-1,390
97
$2.5M 0.09%
11,859
+1,104
98
$2.43M 0.09%
5,523
-114
99
$2.4M 0.09%
18,336
-200
100
$2.35M 0.08%
5,260
+451
2 3
4
5 6