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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.06%
13,201
-4,870
127
$1.22M 0.05%
9,500
-3,220
128
$1.21M 0.05%
54,754
-1,529
129
$1.19M 0.05%
12,715
-3,043
130
$1.11M 0.05%
26,944
131
$1.11M 0.05%
41,704
-6,200
132
$1.1M 0.05%
12,206
-1,832
133
$1.01M 0.05%
84,600
-75,980
134
$953K 0.04%
9,300
-24,717
135
$934K 0.04%
7,060
+1,020
136
$927K 0.04%
23,448
+4,120
137
$917K 0.04%
19,248
-4,586
138
$897K 0.04%
7,736
-200
139
$896K 0.04%
12,403
+28
140
$849K 0.04%
8,690
-3,500
141
$832K 0.04%
9,452
-1,262
142
$815K 0.04%
11,668
-5,798
143
$807K 0.04%
14,917
-5,330
144
$800K 0.04%
12,695
-10,765
145
$796K 0.04%
37,482
-71,950
146
$796K 0.04%
8,273
147
$792K 0.04%
23,225
-6,602
148
$777K 0.04%
6,000
149
$776K 0.04%
14,563
-4,548
150
$757K 0.03%
31,940
-450
4 5
6
7 8