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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$719K 0.03%
50,313
-11,715
152
$713K 0.03%
7,129
-3,650
153
$701K 0.03%
6,280
-2,170
154
$687K 0.03%
23,527
-4,536
155
$648K 0.03%
15,500
156
$646K 0.03%
3,733
-2,801
157
$600K 0.03%
13,856
+4,596
158
$597K 0.03%
14,080
-2,075
159
$582K 0.03%
10,595
-6,802
160
$578K 0.03%
5,825
-2,298
161
$575K 0.03%
3,036
-9,230
162
$550K 0.02%
2,600
163
$546K 0.02%
10,100
-3,500
164
$537K 0.02%
2,367
+117
165
$483K 0.02%
3,796
-10
166
$460K 0.02%
3,511
-315
167
$454K 0.02%
5,670
-3,307
168
$444K 0.02%
5,295
169
$431K 0.02%
5,550
170
$429K 0.02%
5,260
171
$418K 0.02%
2,090
-1,447
172
$401K 0.02%
11,518
-4,118
173
$380K 0.02%
10,408
-1,500
174
$356K 0.02%
2,686
-1,226
175
$344K 0.02%
4,978
-792
5 6
7
8 9