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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.46M 0.06%
38,004
-114,875
127
$1.41M 0.05%
6,801
+125
128
$1.32M 0.05%
3,410
+44
129
$1.31M 0.05%
16,264
+512
130
$1.31M 0.05%
14,215
-100
131
$1.25M 0.05%
16,127
132
$1.23M 0.05%
20,199
133
$1.21M 0.05%
16,475
-150
134
$1.1M 0.04%
15,464
-1,000
135
$1.07M 0.04%
15,176
-1,011
136
$1.04M 0.04%
12,968
+425
137
$1.03M 0.04%
24,244
-32
138
$1.02M 0.04%
4,052
-585
139
$992K 0.04%
6,050
+2,000
140
$943K 0.04%
4,277
+142
141
$942K 0.04%
16,274
-500
142
$940K 0.04%
85,260
143
$938K 0.04%
12,240
-2,200
144
$921K 0.04%
16,794
-7,266
145
$852K 0.03%
25,650
-8,000
146
$851K 0.03%
518
-14
147
$850K 0.03%
80,811
-550
148
$820K 0.03%
6,378
-250
149
$804K 0.03%
6,314
+394
150
$799K 0.03%
3,700
+602
4 5
6
7 8