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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.55M 0.09%
13,950
+486
102
$2.5M 0.09%
14,211
-15
103
$2.49M 0.09%
16,191
-505
104
$2.47M 0.09%
11,016
105
$2.41M 0.09%
12,133
+662
106
$2.34M 0.09%
7,810
-120
107
$2.32M 0.08%
29,948
-75
108
$2.26M 0.08%
46,069
-1,776
109
$2.19M 0.08%
23,243
-7,558
110
$2.19M 0.08%
23,488
+2,020
111
$2.1M 0.08%
10,655
112
$2.03M 0.07%
35,244
-368
113
$2.03M 0.07%
5,856
114
$2.01M 0.07%
36,044
+3,937
115
$2.01M 0.07%
22,566
116
$2.01M 0.07%
6,285
+963
117
$1.88M 0.07%
29,797
-350
118
$1.86M 0.07%
135,200
119
$1.86M 0.07%
54,286
-11,400
120
$1.85M 0.07%
7,507
-188
121
$1.74M 0.06%
22,346
+424
122
$1.65M 0.06%
11,396
123
$1.63M 0.06%
67,025
124
$1.61M 0.06%
6,676
+631
125
$1.49M 0.05%
24,060
-300
3 4
5
6 7