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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.1M 0.18%
149,369
+103,008
77
$11.2M 0.17%
46,395
+34,566
78
$10.5M 0.16%
+709,741
79
$10.4M 0.16%
137,859
+101,937
80
$10.3M 0.16%
11,361
+1,436
81
$10.1M 0.15%
149,674
+125,754
82
$9.98M 0.15%
582,485
+60,390
83
$9.64M 0.15%
13,128
+9,453
84
$9.62M 0.15%
30,693
+19,043
85
$9.54M 0.15%
143,420
+7,403
86
$9.32M 0.14%
117,617
+95,378
87
$9.07M 0.14%
78,812
+18,156
88
$8.88M 0.14%
+17,555
89
$8.19M 0.12%
66,171
+21,816
90
$7.82M 0.12%
40,193
+6,098
91
$7.55M 0.11%
74,541
+27,337
92
$7.17M 0.11%
32,877
+20,300
93
$6.96M 0.11%
42,186
+20,679
94
$6.95M 0.11%
75,247
-86,165
95
$6.28M 0.1%
+21,090
96
$6.1M 0.09%
155,850
+49,084
97
$5.6M 0.09%
82,667
+25,316
98
$5.57M 0.08%
192,363
+131,418
99
$5.32M 0.08%
57,540
+42,077
100
$5.19M 0.08%
121,772
+25,009
2 3
4
5 6