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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.74M 0.08%
37,570
-402
102
$2.65M 0.08%
16,400
103
$2.64M 0.08%
25,032
-4,730
104
$2.56M 0.08%
16,570
105
$2.56M 0.08%
30,040
-845
106
$2.56M 0.08%
10,785
-146
107
$2.55M 0.08%
7,038
108
$2.53M 0.08%
11,020
109
$2.52M 0.08%
69,386
-2,101
110
$2.5M 0.07%
11,016
+2,400
111
$2.42M 0.07%
61,856
-996
112
$2.42M 0.07%
11,638
+201
113
$2.42M 0.07%
14,558
-2,529
114
$2.41M 0.07%
50,520
+3,430
115
$2.3M 0.07%
5,841
+10
116
$2.29M 0.07%
31,472
-30,817
117
$2.27M 0.07%
30,923
-3,050
118
$2.22M 0.07%
135,200
119
$1.98M 0.06%
11,611
-547
120
$1.95M 0.06%
35,975
-1,050
121
$1.92M 0.06%
7,729
+55
122
$1.81M 0.05%
18,948
+1,264
123
$1.81M 0.05%
7,623
124
$1.76M 0.05%
34,050
125
$1.75M 0.05%
19,770
3 4
5
6 7