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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.07M 0.09%
11,471
+352
102
$3.05M 0.09%
10,663
-125
103
$3.02M 0.09%
14,226
104
$3.02M 0.09%
58,301
-2,599
105
$2.95M 0.09%
16,696
-1,278
106
$2.89M 0.09%
13,464
+382
107
$2.83M 0.09%
28,547
-451
108
$2.66M 0.08%
47,845
109
$2.54M 0.08%
30,023
-550
110
$2.53M 0.08%
10,655
-130
111
$2.43M 0.08%
5,856
+15
112
$2.42M 0.07%
35,612
113
$2.31M 0.07%
22,566
-1,449
114
$2.28M 0.07%
21,468
+1,100
115
$2.23M 0.07%
135,200
116
$2.21M 0.07%
65,686
-1,000
117
$2.07M 0.06%
6,893
-1,538
118
$2M 0.06%
7,695
-51
119
$1.99M 0.06%
11,396
120
$1.95M 0.06%
5,322
+925
121
$1.95M 0.06%
32,107
+3,219
122
$1.92M 0.06%
22,743
-208
123
$1.89M 0.06%
14,395
-75
124
$1.87M 0.06%
30,147
-1,458
125
$1.76M 0.05%
21,922
-212
3 4
5
6 7