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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.32M 0.14%
47,204
-2,170
77
$3.98M 0.12%
96,763
-5,960
78
$3.9M 0.12%
46,361
+963
79
$3.73M 0.12%
55,690
-210,544
80
$3.64M 0.11%
11,650
-65
81
$3.49M 0.11%
21,507
-3,677
82
$3.45M 0.11%
57,351
-7,944
83
$3.38M 0.11%
35,922
+1,225
84
$3.27M 0.1%
5,024
+588
85
$3.23M 0.1%
72,304
-4,878
86
$3.2M 0.1%
330,978
-7,077
87
$3.15M 0.1%
7,667
-135
88
$3.06M 0.1%
20,643
+3,301
89
$2.96M 0.09%
11,829
90
$2.93M 0.09%
23,356
-3,571
91
$2.92M 0.09%
15,001
+5,611
92
$2.87M 0.09%
12,577
93
$2.86M 0.09%
14,837
-2,980
94
$2.83M 0.09%
21,735
+3,794
95
$2.74M 0.09%
4,889
96
$2.68M 0.08%
26,462
+5,705
97
$2.65M 0.08%
16,697
-1,939
98
$2.45M 0.08%
19,479
99
$2.43M 0.08%
24,937
-241
100
$2.34M 0.07%
53,737
-5,053
2 3
4
5 6