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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.73M 0.05%
67,025
-9,352
127
$1.7M 0.05%
20,524
-890
128
$1.65M 0.05%
14,829
+972
129
$1.63M 0.05%
16,625
-300
130
$1.53M 0.05%
24,360
-225
131
$1.5M 0.05%
6,045
+449
132
$1.45M 0.04%
616
-379
133
$1.41M 0.04%
25,226
+200
134
$1.4M 0.04%
12,913
135
$1.38M 0.04%
2,876
+730
136
$1.31M 0.04%
17,174
-687
137
$1.26M 0.04%
16,587
-800
138
$1.23M 0.04%
8,137
+3,487
139
$1.2M 0.04%
16,464
-1,400
140
$1.18M 0.04%
33,750
141
$1.12M 0.03%
62,687
-927
142
$1.1M 0.03%
12,620
-390
143
$1.1M 0.03%
8,822
-1,284
144
$1.06M 0.03%
17,627
-450
145
$1.04M 0.03%
6,673
146
$1.01M 0.03%
20,367
-3,365
147
$978K 0.03%
14,440
148
$954K 0.03%
85,260
-960
149
$942K 0.03%
9,440
150
$934K 0.03%
5,920
4 5
6
7 8