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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.35M 0.09%
61,873
-1,551
102
$2.34M 0.09%
24,116
+628
103
$2.34M 0.09%
28,547
104
$2.3M 0.09%
37,100
+1,056
105
$2.3M 0.09%
20,365
-1,020
106
$2.27M 0.09%
28,905
-1,043
107
$2.25M 0.09%
13,907
-43
108
$2.24M 0.09%
6,239
-334
109
$2.19M 0.08%
15,183
-1,008
110
$2.16M 0.08%
135,200
111
$2.04M 0.08%
21,671
-1,572
112
$2M 0.08%
10,655
113
$2M 0.08%
46,460
+391
114
$1.97M 0.08%
6,500
+215
115
$1.92M 0.07%
5,856
116
$1.85M 0.07%
22,391
-175
117
$1.82M 0.07%
35,145
-99
118
$1.77M 0.07%
54,286
119
$1.67M 0.06%
7,507
120
$1.66M 0.06%
22,283
-63
121
$1.58M 0.06%
66,525
-500
122
$1.58M 0.06%
21,973
-770
123
$1.58M 0.06%
11,396
124
$1.57M 0.06%
27,948
-1,849
125
$1.46M 0.06%
13,892
+901
3 4
5
6 7