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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.27M 0.08%
58,292
102
$2.26M 0.08%
46,318
-42
103
$2.22M 0.08%
28,755
-25
104
$2.2M 0.08%
5,856
105
$2.18M 0.08%
10,498
+355
106
$2.14M 0.08%
52,564
-2,100
107
$2.13M 0.08%
18,895
+360
108
$2.02M 0.07%
20,219
-43
109
$1.98M 0.07%
21,188
-443
110
$1.96M 0.07%
22,906
+222
111
$1.93M 0.07%
9,849
+183
112
$1.88M 0.07%
20,199
113
$1.85M 0.07%
7,477
-30
114
$1.73M 0.06%
22,058
+599
115
$1.72M 0.06%
66,525
116
$1.72M 0.06%
27,650
-548
117
$1.69M 0.06%
10,205
-3,436
118
$1.67M 0.06%
31,886
-39,074
119
$1.66M 0.06%
8,328
-59,709
120
$1.65M 0.06%
10,496
-819
121
$1.53M 0.05%
17,575
+1,100
122
$1.53M 0.05%
12,274
+1,251
123
$1.4M 0.05%
37,476
-137,954
124
$1.31M 0.05%
22,047
+340
125
$1.3M 0.05%
5,278
+204
3 4
5
6 7