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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.68M 0.05%
24,854
+526
127
$1.67M 0.05%
17,298
-250
128
$1.62M 0.05%
20,764
-13,042
129
$1.59M 0.05%
23,752
-250
130
$1.49M 0.04%
22,847
+33
131
$1.46M 0.04%
18,077
-350
132
$1.44M 0.04%
23,078
-753
133
$1.43M 0.04%
25,442
-1,207
134
$1.4M 0.04%
11,301
+963
135
$1.36M 0.04%
12,552
+126
136
$1.34M 0.04%
18,383
-100
137
$1.31M 0.04%
15,883
+9
138
$1.2M 0.04%
17,827
-142
139
$1.15M 0.03%
3,552
+674
140
$1.08M 0.03%
10,637
-1,226
141
$1.06M 0.03%
44,123
-4,240
142
$1.01M 0.03%
2,203
-46
143
$986K 0.03%
6,673
144
$960K 0.03%
4,850
145
$947K 0.03%
11,440
146
$937K 0.03%
19,293
-150
147
$893K 0.03%
6,673
-550
148
$890K 0.03%
4,090
-10
149
$876K 0.03%
1,787
+98
150
$871K 0.03%
4,029
+1,345
4 5
6
7 8