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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.79M 0.07%
10,779
+358
127
$1.75M 0.06%
12,720
-121
128
$1.75M 0.06%
62,028
+13,713
129
$1.7M 0.06%
20,080
+450
130
$1.69M 0.06%
9,924
-897
131
$1.66M 0.06%
56,283
-1,958
132
$1.62M 0.06%
17,466
-585
133
$1.59M 0.06%
14,038
-8,278
134
$1.58M 0.06%
136,000
-8,000
135
$1.54M 0.06%
28,063
-1,255
136
$1.51M 0.06%
19,111
-19,613
137
$1.49M 0.06%
11,333
+1,500
138
$1.49M 0.06%
12,190
-250
139
$1.35M 0.05%
8,185
+173
140
$1.35M 0.05%
13,600
-200
141
$1.32M 0.05%
8,450
-6,725
142
$1.3M 0.05%
26,944
+2,032
143
$1.29M 0.05%
20,247
-1,025
144
$1.26M 0.05%
17,397
-17,910
145
$1.17M 0.04%
7,936
+1,376
146
$1.11M 0.04%
8,123
+1,641
147
$1.11M 0.04%
11,986
-8,429
148
$1.1M 0.04%
5,233
+1,803
149
$1.08M 0.04%
8,273
150
$1.07M 0.04%
19,328
+1,783
4 5
6
7 8