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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.04%
50
-3
127
$224K 0.04%
6,000
128
$220K 0.04%
1,700
129
$219K 0.04%
430
130
$214K 0.04%
1,200
-3,409
131
$214K 0.04%
+8,000
132
$210K 0.04%
+1,270
133
$207K 0.04%
+5,805
134
– –
-4,154
135
– –
-5,600
136
– –
-11,150
137
– –
-16,887
2 3 4 5
6