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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.27M 0.05%
5,550
127
$1.27M 0.05%
4,991
+106
128
$1.24M 0.04%
12,945
-850
129
$1.23M 0.04%
19,101
130
$1.15M 0.04%
13,847
+1,504
131
$1.14M 0.04%
16,394
-400
132
$1.12M 0.04%
10,801
-14,576
133
$1.12M 0.04%
6,729
+393
134
$1.06M 0.04%
85,260
135
$1.06M 0.04%
3,452
-120
136
$1.05M 0.04%
12,240
137
$1.04M 0.04%
13,804
-672
138
$1.01M 0.04%
15,820
-454
139
$974K 0.03%
78,111
140
$953K 0.03%
6,282
-96
141
$930K 0.03%
13,414
142
$913K 0.03%
6,314
143
$910K 0.03%
343
-114
144
$888K 0.03%
21,728
+554
145
$871K 0.03%
11,411
-3,356
146
$867K 0.03%
18,943
147
$848K 0.03%
4,072
-8,415
148
$840K 0.03%
2,631
-179
149
$832K 0.03%
43,243
-530
150
$813K 0.03%
25,500
-150
4 5
6
7 8