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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.98M 0.08%
23,074
+4,050
127
$1.97M 0.08%
43,433
+10,457
128
$1.96M 0.08%
29,434
+3,004
129
$1.95M 0.07%
144,000
130
$1.95M 0.07%
11,621
-14,580
131
$1.89M 0.07%
34,995
+200
132
$1.87M 0.07%
48,290
133
$1.85M 0.07%
35,642
+2,042
134
$1.77M 0.07%
31,585
+6,384
135
$1.71M 0.07%
12,841
+1,028
136
$1.68M 0.06%
10,165
+180
137
$1.67M 0.06%
38,160
138
$1.64M 0.06%
56,860
-434
139
$1.64M 0.06%
6,096
140
$1.61M 0.06%
63,772
-25,391
141
$1.6M 0.06%
13,310
142
$1.58M 0.06%
20,460
143
$1.56M 0.06%
9,560
144
$1.56M 0.06%
20,554
+259
145
$1.55M 0.06%
17,776
+3,528
146
$1.55M 0.06%
+31,450
147
$1.54M 0.06%
18,824
+2,465
148
$1.54M 0.06%
10,653
-2,215
149
$1.52M 0.06%
26,000
-100
150
$1.49M 0.06%
10,029
+2,031
4 5
6
7 8