BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
-7.07%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$577M
AUM Growth
+$577M
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
45.35%
Holding
136
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 24.18% |
| 2 | Healthcare | 11.47% |
| 3 | Technology | 9.34% |
| 4 | Industrials | 7.29% |
| 5 | Consumer Staples | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Williams Companies
WMB
$70.7B
| $263K | 0.05% | 4,575 | – | – |
|
127
Universal Display
OLED
$6.59B
| $259K | 0.04% | 5,000 | – | – |
|
128
Trinity Industries
TRN
$2.3B
| $241K | 0.04% | 9,100 | – | – |
|
129
Campbell Soup
CPB
$9.52B
| $231K | 0.04% | 4,850 | – | – |
|
130
iShares S&P 500 Growth ETF
IVW
$63.1B
| $228K | 0.04% | 2,000 | – | – |
|
131
Credicorp
BAP
$20.4B
| $226K | 0.04% | 1,632 | – | – |
|
132
Cencora
COR
$56.5B
| $213K | 0.04% | 2,000 | – | – |
|
133
Dominion Energy
D
$51.1B
| $211K | 0.04% | 3,155 | – | – |
|
134
Tapestry
TPR
$21.2B
| $201K | 0.03% | 5,800 | – | – |
|