BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
+1.12%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$571M
AUM Growth
+$571M
(+1.2%)
Cap. Flow
+$6.8M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
46.18%
Holding
143
New
8
Increased
55
Reduced
43
Closed
2
Top Buys
| 1 |
Visa
V
|
$3.66M |
| 2 |
American Express
AXP
|
$1.52M |
| 3 |
Cognizant
CTSH
|
$1.26M |
| 4 |
Meta Platforms (Facebook)
META
|
$992K |
| 5 |
Ameriprise Financial
AMP
|
$922K |
Top Sells
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$2.13M |
| 2 |
Caterpillar
CAT
|
$1.7M |
| 3 |
GE Aerospace
GE
|
$1.29M |
| 4 |
United Parcel Service
UPS
|
$980K |
| 5 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
$630K |
Sector Composition
| 1 | Financials | 24.32% |
| 2 | Healthcare | 10.6% |
| 3 | Technology | 9.64% |
| 4 | Industrials | 7.56% |
| 5 | Consumer Staples | 5.95% |
