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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.24M 0.04%
21,396
+2,501
127
$1.22M 0.04%
16,993
128
$1.21M 0.04%
7,824
+1,402
129
$1.12M 0.04%
6,001
130
$1.12M 0.04%
66,310
+8,960
131
$1.12M 0.04%
9,875
132
$1.08M 0.03%
6,775
-5,333
133
$1.04M 0.03%
11,537
-100
134
$1.03M 0.03%
10,390
+1,250
135
$1.02M 0.03%
2,600
136
$993K 0.03%
4,315
137
$986K 0.03%
5,820
138
$961K 0.03%
24,650
139
$929K 0.03%
2,535
-2,000
140
$902K 0.03%
38,817
+6,640
141
$900K 0.03%
248
-13
142
$892K 0.03%
12,743
143
$793K 0.02%
1,649
144
$740K 0.02%
3,243
+518
145
$725K 0.02%
9,440
146
$724K 0.02%
41,143
-2,000
147
$698K 0.02%
2,766
148
$685K 0.02%
12,629
-100
149
$667K 0.02%
11,507
150
$639K 0.02%
4,400
4 5
6
7 8