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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$13.5M 0.19%
207,446
+57,772
77
$13.5M 0.19%
84,666
-72,538
78
$13.4M 0.19%
264,665
+3,616
79
$13.2M 0.18%
149,329
-40
80
$13.1M 0.18%
68,447
+396
81
$12.3M 0.17%
46,468
+73
82
$11.7M 0.16%
704,741
-5,000
83
$11.5M 0.16%
18,220
+665
84
$11.3M 0.16%
12,737
-391
85
$10.9M 0.15%
88,027
+83,856
86
$10.6M 0.15%
582,485
87
$10.5M 0.15%
120,120
+2,503
88
$10.5M 0.15%
11,845
+484
89
$10M 0.14%
30,170
-523
90
$9.89M 0.14%
+44,339
91
$9.37M 0.13%
130,645
-12,775
92
$9.06M 0.13%
77,309
-1,503
93
$8.52M 0.12%
70,202
-4,339
94
$7.85M 0.11%
38,020
-2,173
95
$7.8M 0.11%
32,903
+26
96
$7.34M 0.1%
42,375
+189
97
$6.85M 0.1%
60,314
-5,857
98
$6.72M 0.09%
83,227
+560
99
$6.69M 0.09%
21,288
+198
100
$5.6M 0.08%
192,363
2 3
4
5 6