BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.08M0.03% 8,974––
$2.05M0.03% 13,336
-2,055
-13%
-$316K
$2.04M0.03% 10,729
+5,302
+98%
+$1.01M
$1.99M0.03% 25,503
+13,431
+111%
+$1.05M
$1.99M0.03% 11,520
+261
+2%
+$45.1K
$1.91M0.03% 24,456
-3,740
-13%
-$293K
$1.91M0.03% 35,749
+18,831
+111%
+$1.01M
$1.91M0.03% 8,641
+4,695
+119%
+$1.04M
$1.9M0.03% 4,040
+2,054
+103%
+$965K
$1.89M0.03% 13,390––
$1.89M0.03% 9,453
-157
-2%
-$31.4K
$1.88M0.03% 31,385
+16,531
+111%
+$993K
$1.86M0.03% 18,566
+81
+0.4%
+$8.12K
$1.85M0.03% 51,641
+26,663
+107%
+$958K
$1.85M0.03% 5,615
-155
-3%
-$51.1K
$1.85M0.03% 26,039
-2,524
-9%
-$179K
$1.83M0.03% 28,751
-8,825
-23%
-$560K
$1.76M0.03% 11,845
+6,238
+111%
+$927K
$1.76M0.03% 23,448
-4,105
-15%
-$308K
$1.73M0.03% 16,495
+990
+6%
+$104K
$1.71M0.02% 49,031
+28,019
+133%
+$979K
$1.66M0.02% 22,751
+11,984
+111%
+$877K
$1.66M0.02% 15,193
+1,691
+13%
+$185K
$1.64M0.02% 9,133––
$1.63M0.02% 45,241
+23,834
+111%
+$859K
1 5678917