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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.49M 0.06%
17,950
152
$1.48M 0.06%
33,320
153
$1.46M 0.06%
35,539
-9,981
154
$1.45M 0.06%
7,970
-4,770
155
$1.44M 0.06%
28,720
156
$1.4M 0.05%
19,620
+6,700
157
$1.39M 0.05%
12,640
-1,300
158
$1.35M 0.05%
12,624
+6,271
159
$1.35M 0.05%
329,440
+19,960
160
$1.34M 0.05%
31,240
161
$1.33M 0.05%
29,360
162
$1.33M 0.05%
37,862
163
$1.32M 0.05%
6,749
+2,699
164
$1.31M 0.05%
36,320
165
$1.31M 0.05%
37,654
-10,663
166
$1.3M 0.05%
12,050
167
$1.29M 0.05%
41,760
168
$1.27M 0.05%
21,660
169
$1.25M 0.05%
8,012
-140
170
$1.23M 0.05%
23,630
+4,900
171
$1.23M 0.05%
14,050
-1,190
172
$1.2M 0.05%
30,867
+2,215
173
$1.2M 0.05%
11,530
174
$1.19M 0.05%
21,482
+1,825
175
$1.18M 0.05%
17,444
-44,891
5 6
7
8 9