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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.21M 0.1%
45,789
-1,545
102
$2.18M 0.1%
43,706
-396
103
$2.17M 0.1%
13,020
+7,787
104
$2.12M 0.1%
31,371
-1,979
105
$2.09M 0.09%
43,649
-2,745
106
$2.04M 0.09%
50,301
-3,389
107
$1.94M 0.09%
18,339
-17,000
108
$1.93M 0.09%
11,150
+9,650
109
$1.79M 0.08%
40,415
-5,713
110
$1.78M 0.08%
232,414
-29,064
111
$1.76M 0.08%
15,267
+7,082
112
$1.74M 0.08%
31,165
-13,781
113
$1.72M 0.08%
7,247
+951
114
$1.67M 0.08%
12,238
+2,314
115
$1.65M 0.07%
33,007
-4,615
116
$1.55M 0.07%
16,400
-200
117
$1.54M 0.07%
11,085
-248
118
$1.52M 0.07%
39,929
+1,898
119
$1.49M 0.07%
26,093
-6,808
120
$1.47M 0.07%
136,000
121
$1.4M 0.06%
10,135
-546
122
$1.4M 0.06%
19,770
-310
123
$1.37M 0.06%
+10,431
124
$1.37M 0.06%
56,254
+3,723
125
$1.29M 0.06%
10,197
-900
3 4
5
6 7