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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.09%
25,377
-7,690
102
$2.44M 0.09%
24,165
-7,435
103
$2.44M 0.09%
5,637
-602
104
$2.41M 0.09%
28,780
-125
105
$2.33M 0.09%
12,487
-11,737
106
$2.3M 0.08%
58,292
-3,581
107
$2.27M 0.08%
20,615
+250
108
$2.19M 0.08%
10,755
+100
109
$2.17M 0.08%
46,360
-100
110
$2.06M 0.08%
5,856
111
$2.02M 0.07%
18,535
+4,643
112
$2.01M 0.07%
9,666
+2,865
113
$1.99M 0.07%
13,641
-1,542
114
$1.98M 0.07%
21,631
-760
115
$1.91M 0.07%
7,507
116
$1.87M 0.07%
4,809
+1,399
117
$1.83M 0.07%
21,973
118
$1.79M 0.07%
28,198
+250
119
$1.76M 0.06%
20,262
-1,409
120
$1.74M 0.06%
22,684
+401
121
$1.71M 0.06%
21,459
-15,641
122
$1.68M 0.06%
11,315
-81
123
$1.65M 0.06%
20,199
124
$1.6M 0.06%
66,525
125
$1.58M 0.06%
16,475
3 4
5
6 7