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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.06M 0.04%
6,040
-1,870
152
$1.02M 0.04%
12,375
+33
153
$1.02M 0.04%
32,390
+5,230
154
$1M 0.04%
6,534
155
$988K 0.04%
10,714
156
$951K 0.04%
31,154
157
$926K 0.03%
15,698
-1,615
158
$922K 0.03%
15,636
+2,192
159
$907K 0.03%
16,155
-8,515
160
$887K 0.03%
4,292
+2,460
161
$856K 0.03%
29,260
-12,600
162
$849K 0.03%
8,977
-200
163
$841K 0.03%
3,826
+2,448
164
$831K 0.03%
3,537
-95
165
$807K 0.03%
8,016
-6,196
166
$802K 0.03%
6,000
167
$789K 0.03%
14,619
+1,618
168
$749K 0.03%
11,908
169
$735K 0.03%
4,109
170
$708K 0.03%
15,500
171
$707K 0.03%
2,698
+543
172
$697K 0.03%
6,562
+522
173
$680K 0.03%
2,250
-200
174
$669K 0.02%
5,375
-1,974
175
$653K 0.02%
16,436
-384
5 6
7
8 9