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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.43M 0.13%
12,266
-16,427
102
$3.42M 0.13%
12,892
-2,665
103
$3.25M 0.12%
47,154
-13,340
104
$2.94M 0.11%
33,350
-35,710
105
$2.89M 0.11%
11,097
-15
106
$2.89M 0.11%
53,690
+4,181
107
$2.88M 0.11%
44,946
-11,898
108
$2.83M 0.11%
46,394
+2,822
109
$2.83M 0.1%
32,901
-500
110
$2.65M 0.1%
43,840
+316
111
$2.55M 0.09%
46,128
-21,413
112
$2.55M 0.09%
160,580
113
$2.51M 0.09%
47,334
-38,746
114
$2.44M 0.09%
47,904
-3,775
115
$2.3M 0.09%
18,071
+281
116
$2.25M 0.08%
23,460
-7,970
117
$2.07M 0.08%
37,622
+3,127
118
$2.05M 0.08%
16,600
+300
119
$2.02M 0.07%
38,031
+468
120
$1.98M 0.07%
52,531
+1,038
121
$1.92M 0.07%
29,827
+600
122
$1.86M 0.07%
6,296
+200
123
$1.85M 0.07%
10,681
-5,020
124
$1.84M 0.07%
15,758
-7,198
125
$1.82M 0.07%
23,834
+1,605
3 4
5
6 7