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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.09%
26,248
-5,123
102
$2.39M 0.09%
346,720
-298,000
103
$2.3M 0.08%
12,762
-258
104
$2.29M 0.08%
48,124
-2,177
105
$2.15M 0.08%
14,717
-550
106
$2.07M 0.08%
16,400
107
$2.02M 0.07%
10,197
108
$1.92M 0.07%
8,229
-3,177
109
$1.88M 0.07%
12,611
+373
110
$1.84M 0.07%
11,192
+107
111
$1.79M 0.07%
10,946
+515
112
$1.78M 0.06%
39,830
-585
113
$1.77M 0.06%
19,770
114
$1.7M 0.06%
6,008
-1,239
115
$1.69M 0.06%
28,720
-2,445
116
$1.67M 0.06%
26,093
117
$1.55M 0.06%
34,749
-5,180
118
$1.52M 0.06%
9,675
-460
119
$1.5M 0.05%
13,201
120
$1.46M 0.05%
41,555
-149
121
$1.45M 0.05%
28,312
-4,695
122
$1.45M 0.05%
26,189
-19,600
123
$1.42M 0.05%
136,000
124
$1.34M 0.05%
9,479
-21
125
$1.19M 0.04%
19,248
3 4
5
6 7