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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.37M 0.05%
9,309
-170
127
$1.29M 0.04%
23,235
-309
128
$1.26M 0.04%
19,248
129
$1.26M 0.04%
21,744
130
$1.23M 0.04%
8,586
+3,036
131
$1.22M 0.04%
14,656
+1,040
132
$1.14M 0.04%
7,410
+197
133
$968K 0.03%
44,970
-2,879
134
$955K 0.03%
70,600
-14,000
135
$952K 0.03%
16,060
+1,740
136
$947K 0.03%
20,129
-1,620
137
$934K 0.03%
8,987
+1,063
138
$902K 0.03%
11,420
-290
139
$888K 0.03%
16,017
-2,144
140
$870K 0.03%
8,969
-483
141
$786K 0.03%
5,276
142
$785K 0.03%
3,733
143
$783K 0.03%
9,914
-243
144
$767K 0.03%
43,902
-5,400
145
$763K 0.03%
48,363
-575
146
$754K 0.03%
5,880
147
$754K 0.03%
2,600
148
$750K 0.03%
6,673
149
$707K 0.02%
22,762
-87
150
$695K 0.02%
6,000
4 5
6
7 8