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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.76M 0.04%
18,507
+11,732
127
$2.71M 0.04%
36,679
+29,454
128
$2.62M 0.04%
4,823
+3,912
129
$2.52M 0.04%
12,710
+1,875
130
$2.45M 0.04%
136,937
+59,076
131
$2.36M 0.04%
84,412
+38,012
132
$2.33M 0.04%
23,974
+5,030
133
$2.2M 0.03%
53,272
+20,164
134
$2.15M 0.03%
12,438
+3,936
135
$2.13M 0.03%
5,692
+4,852
136
$2.1M 0.03%
10,515
+29
137
$2.08M 0.03%
9,824
+8,585
138
$2.06M 0.03%
9,158
+8,155
139
$2.02M 0.03%
28,586
+8,421
140
$2.02M 0.03%
509
+261
141
$2.01M 0.03%
13,390
+8,990
142
$1.96M 0.03%
+15,248
143
$1.92M 0.03%
+26,836
144
$1.9M 0.03%
5,705
+3,170
145
$1.89M 0.03%
+9,716
146
$1.8M 0.03%
+45,159
147
$1.78M 0.03%
+11,067
148
$1.63M 0.02%
+22,055
149
$1.59M 0.02%
+9,118
150
$1.57M 0.02%
15,842
-2,089
4 5
6
7 8