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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.09M 0.08%
+25,079
102
$4.83M 0.07%
22,617
-1,030
103
$4.67M 0.07%
27,373
+25,482
104
$4.29M 0.07%
264,422
+179,162
105
$3.92M 0.06%
82,494
+54,342
106
$3.86M 0.06%
9,026
+5,971
107
$3.64M 0.06%
17,043
+15,694
108
$3.61M 0.05%
90,895
+18,591
109
$3.58M 0.05%
29,646
+6,290
110
$3.53M 0.05%
19,391
+4,554
111
$3.43M 0.05%
+13,845
112
$3.39M 0.05%
53,289
+26,889
113
$3.38M 0.05%
+46,527
114
$3.3M 0.05%
18,128
+12,127
115
$3.3M 0.05%
5,849
+960
116
$3.25M 0.05%
+175,160
117
$3.2M 0.05%
22,670
+3,191
118
$3.17M 0.05%
8,477
+810
119
$3.14M 0.05%
20,632
+3,935
120
$3.11M 0.05%
13,308
+5,926
121
$3.1M 0.05%
15,561
+3,734
122
$3M 0.05%
29,904
+4,967
123
$2.97M 0.05%
65,158
+11,421
124
$2.9M 0.04%
+36,890
125
$2.87M 0.04%
+67,482
3 4
5
6 7