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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.04%
23,544
-20,105
127
$1.18M 0.04%
10,635
-2,080
128
$1.15M 0.04%
49,302
-6,952
129
$1.13M 0.04%
21,744
-5,200
130
$1.12M 0.04%
84,600
131
$1.09M 0.04%
47,849
-6,905
132
$1.08M 0.04%
7,213
-2,087
133
$1.03M 0.04%
32,740
+800
134
$965K 0.04%
18,161
-5,064
135
$920K 0.03%
11,710
+42
136
$910K 0.03%
14,320
-243
137
$906K 0.03%
13,616
-240
138
$890K 0.03%
48,938
-1,375
139
$887K 0.03%
21,749
-1,778
140
$828K 0.03%
9,452
141
$825K 0.03%
10,157
-2,246
142
$819K 0.03%
3,733
143
$777K 0.03%
22,849
-599
144
$732K 0.03%
6,000
145
$727K 0.03%
7,924
-4,282
146
$726K 0.03%
5,880
-2,810
147
$723K 0.03%
6,673
-1,600
148
$714K 0.03%
2,600
149
$667K 0.02%
5,276
-2,460
150
$666K 0.02%
+11,728
4 5
6
7 8