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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.14M 0.04%
61,456
-3,702
127
$3.07M 0.04%
5,524
-325
128
$3.05M 0.04%
34,449
-2,230
129
$3M 0.04%
67,482
130
$2.95M 0.04%
19,421
+30
131
$2.82M 0.04%
12,759
+321
132
$2.64M 0.04%
4,603
-220
133
$2.61M 0.04%
15,374
-187
134
$2.6M 0.04%
58,003
+4,731
135
$2.45M 0.03%
84,556
+144
136
$2.42M 0.03%
28,601
+15
137
$2.41M 0.03%
22,410
-1,564
138
$2.38M 0.03%
136,937
139
$2.3M 0.03%
5,881
+176
140
$2.26M 0.03%
15,248
141
$2.24M 0.03%
10,515
142
$2.17M 0.03%
9,169
-655
143
$2.13M 0.03%
505
-4
144
$2.12M 0.03%
8,910
-248
145
$2.11M 0.03%
5,508
-184
146
$2.09M 0.03%
26,836
147
$2.02M 0.03%
13,393
+3
148
$1.95M 0.03%
9,716
149
$1.85M 0.03%
23,036
150
$1.82M 0.03%
28,140
+6,085
4 5
6
7 8