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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.46M 0.08%
346,720
102
$2.41M 0.08%
46,497
-10,509
103
$2.27M 0.08%
16,283
+3,672
104
$2.26M 0.08%
14,717
105
$2.21M 0.07%
38,452
-4,937
106
$2.17M 0.07%
16,400
107
$2.14M 0.07%
9,650
-25
108
$1.99M 0.07%
40,200
+370
109
$1.92M 0.07%
10,901
-45
110
$1.92M 0.06%
19,770
111
$1.91M 0.06%
8,423
+194
112
$1.9M 0.06%
26,384
-21,823
113
$1.85M 0.06%
6,025
+17
114
$1.83M 0.06%
10,969
+334
115
$1.69M 0.06%
28,032
-688
116
$1.64M 0.06%
136,000
117
$1.63M 0.06%
11,040
-152
118
$1.62M 0.05%
28,261
-51
119
$1.61M 0.05%
33,714
-1,035
120
$1.59M 0.05%
24,060
-2,033
121
$1.56M 0.05%
26,189
122
$1.49M 0.05%
9,912
-285
123
$1.48M 0.05%
12,158
-1,043
124
$1.45M 0.05%
39,660
+6,920
125
$1.42M 0.05%
34,505
-7,050
3 4
5
6 7