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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$798K 0.02%
5,295
152
$771K 0.02%
9,400
153
$753K 0.02%
9,214
-25
154
$749K 0.02%
34,600
155
$742K 0.02%
9,170
+2,777
156
$734K 0.02%
4,900
157
$703K 0.02%
5,200
158
$693K 0.02%
14,400
159
$644K 0.02%
2,726
-10
160
$641K 0.02%
7,200
161
$633K 0.02%
29,098
-3,884
162
$620K 0.02%
23,493
163
$618K 0.02%
3,433
-50
164
$593K 0.02%
2,587
165
$579K 0.02%
5,494
+2,328
166
$574K 0.02%
3,706
+1,125
167
$573K 0.02%
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168
$556K 0.02%
3,194
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169
$555K 0.02%
5,807
+1,913
170
$554K 0.02%
9,150
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171
$550K 0.02%
5,948
172
$549K 0.02%
7,457
-290
173
$545K 0.02%
7,043
174
$484K 0.01%
7,052
175
$452K 0.01%
1,596
5 6
7
8 9