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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.49M 0.05%
14,315
-80
127
$1.48M 0.05%
12,991
+4,854
128
$1.44M 0.05%
22,743
129
$1.41M 0.05%
15,752
+923
130
$1.41M 0.05%
20,199
-325
131
$1.32M 0.05%
16,625
132
$1.3M 0.05%
3,366
+490
133
$1.3M 0.05%
16,187
-400
134
$1.27M 0.05%
16,464
135
$1.19M 0.04%
24,276
-950
136
$1.16M 0.04%
33,650
-100
137
$1.15M 0.04%
16,127
-1,500
138
$1.14M 0.04%
12,543
-370
139
$1.1M 0.04%
4,637
-2,256
140
$1.09M 0.04%
14,440
141
$1.01M 0.04%
16,774
-400
142
$970K 0.04%
46,275
-16,412
143
$938K 0.03%
8,672
-150
144
$930K 0.03%
532
-84
145
$911K 0.03%
6,628
-45
146
$890K 0.03%
4,135
+736
147
$851K 0.03%
85,260
148
$799K 0.03%
81,361
149
$794K 0.03%
5,920
150
$788K 0.03%
3,098
+1,271
4 5
6
7 8