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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$645K 0.02%
10,595
152
$615K 0.02%
10,100
153
$615K 0.02%
15,500
154
$609K 0.02%
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155
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156
$589K 0.02%
11,367
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157
$539K 0.02%
5,295
158
$526K 0.02%
+23,672
159
$522K 0.02%
3,496
-300
160
$512K 0.02%
5,260
161
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5,550
162
$444K 0.02%
4,215
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163
$439K 0.02%
9,845
-4,235
164
$424K 0.02%
5,200
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165
$416K 0.02%
4,791
166
$406K 0.01%
9,408
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167
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168
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169
$381K 0.01%
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170
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171
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2,886
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172
$370K 0.01%
6,023
173
$367K 0.01%
6,544
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174
$367K 0.01%
1,888
+103
175
$363K 0.01%
36,196
5 6
7
8 9