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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$485K 0.09%
18,038
+7,000
102
$476K 0.09%
14,162
103
$461K 0.09%
10,552
+4,152
104
$427K 0.08%
5,805
-105
105
$426K 0.08%
3,400
106
$414K 0.08%
3,070
-200
107
$413K 0.08%
17,624
108
$399K 0.07%
11,096
+440
109
$390K 0.07%
4,450
+1,500
110
$374K 0.07%
4,700
+800
111
$348K 0.07%
6,500
112
$332K 0.06%
9,542
+1,000
113
$321K 0.06%
5,180
+300
114
$313K 0.06%
+12,157
115
$312K 0.06%
10,690
116
$311K 0.06%
6,960
117
$310K 0.06%
3,627
+950
118
$291K 0.05%
2,933
119
$287K 0.05%
2,718
120
$277K 0.05%
8,100
+2,041
121
$256K 0.05%
3,502
122
$254K 0.05%
+5,900
123
$247K 0.05%
1,612
124
$245K 0.05%
+7,500
125
$236K 0.04%
4,275
+75
2 3 4
5
6