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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.35M 0.05%
21,707
+9,784
127
$1.33M 0.05%
5,550
-500
128
$1.28M 0.05%
13,795
-420
129
$1.26M 0.05%
5,074
+1,374
130
$1.25M 0.05%
10,143
-873
131
$1.24M 0.05%
+11,023
132
$1.15M 0.04%
19,101
-16,044
133
$1.14M 0.04%
14,476
-700
134
$1.13M 0.04%
4,885
+608
135
$1.12M 0.04%
16,794
136
$1.11M 0.04%
3,572
-480
137
$1.03M 0.04%
12,240
138
$1.02M 0.04%
12,343
-625
139
$1.01M 0.04%
85,260
140
$965K 0.04%
13,414
-2,050
141
$952K 0.04%
16,274
142
$929K 0.03%
2,810
+169
143
$929K 0.03%
+6,336
144
$925K 0.03%
6,378
145
$921K 0.03%
457
-61
146
$919K 0.03%
78,111
-2,700
147
$892K 0.03%
6,314
148
$843K 0.03%
21,786
-32,500
149
$827K 0.03%
25,650
150
$809K 0.03%
4,315
4 5
6
7 8