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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.23M 0.07%
48,260
+11,094
102
$2.19M 0.07%
17,931
-400
103
$2.13M 0.07%
3,675
-2,670
104
$2.08M 0.07%
10,486
-10
105
$2.08M 0.06%
22,239
+3,971
106
$2.01M 0.06%
4,757
-15,846
107
$2M 0.06%
11,827
-535
108
$1.96M 0.06%
24,612
-9,119
109
$1.95M 0.06%
18,944
-1,110
110
$1.9M 0.06%
10,835
111
$1.83M 0.06%
7,382
-63
112
$1.78M 0.06%
60,945
113
$1.62M 0.05%
8,502
-2,150
114
$1.62M 0.05%
26,400
-250
115
$1.45M 0.05%
9,750
-525
116
$1.41M 0.04%
28,152
-75
117
$1.39M 0.04%
33,108
-8,667
118
$1.38M 0.04%
23,920
+5,736
119
$1.38M 0.04%
9,827
-517
120
$1.37M 0.04%
77,861
121
$1.34M 0.04%
85,260
122
$1.34M 0.04%
3,055
-50
123
$1.31M 0.04%
15,463
124
$1.29M 0.04%
20,165
125
$1.29M 0.04%
46,400
3 4
5
6 7