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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.09M 0.12%
41,626
+3,108
102
$2.98M 0.11%
31,147
+2,000
103
$2.92M 0.11%
11,112
104
$2.85M 0.11%
12,169
-22,169
105
$2.62M 0.1%
15,832
-300
106
$2.55M 0.1%
49,509
-441
107
$2.51M 0.1%
78,522
+19,380
108
$2.48M 0.09%
25,150
109
$2.38M 0.09%
31,731
-16,816
110
$2.35M 0.09%
160,580
111
$2.33M 0.09%
22,528
+4,729
112
$2.32M 0.09%
45,324
+64
113
$2.32M 0.09%
58,295
-941
114
$2.25M 0.09%
42,480
+457
115
$2.22M 0.08%
13,290
116
$2.21M 0.08%
13,054
+150
117
$2.19M 0.08%
14,840
-6,670
118
$2.17M 0.08%
34,894
-8,830
119
$2.15M 0.08%
22,026
+10,187
120
$2.13M 0.08%
33,651
-750
121
$2.13M 0.08%
51,853
+113
122
$2.12M 0.08%
16,625
123
$2.08M 0.08%
17,790
+1,015
124
$2.03M 0.08%
29,320
125
$1.99M 0.08%
51,854
3 4
5
6 7