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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.54M 0.08%
25,099
+20
102
$5.4M 0.08%
117,677
-4,095
103
$4.74M 0.07%
26,460
-913
104
$4.65M 0.07%
22,512
-105
105
$4.57M 0.06%
109,306
-46,544
106
$4.45M 0.06%
46,501
-11,039
107
$4.24M 0.06%
264,422
108
$4.24M 0.06%
9,031
+5
109
$4.23M 0.06%
47,906
-89,953
110
$4.19M 0.06%
78,643
-3,851
111
$3.97M 0.06%
29,991
+345
112
$3.89M 0.05%
54,156
+867
113
$3.85M 0.05%
22,622
-48
114
$3.81M 0.05%
13,848
+3
115
$3.59M 0.05%
46,059
-468
116
$3.54M 0.05%
17,058
+15
117
$3.53M 0.05%
29,127
-777
118
$3.48M 0.05%
8,336
-141
119
$3.44M 0.05%
20,632
120
$3.39M 0.05%
175,160
121
$3.38M 0.05%
12,912
+202
122
$3.35M 0.05%
13,888
+580
123
$3.33M 0.05%
18,527
+20
124
$3.32M 0.05%
16,828
-1,300
125
$3.27M 0.05%
36,324
-566
3 4
5
6 7