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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$786K 0.03%
9,440
152
$774K 0.03%
8,992
+3,872
153
$747K 0.03%
19,967
-400
154
$730K 0.03%
4,315
-585
155
$724K 0.03%
4,050
156
$709K 0.03%
26,600
-4,000
157
$708K 0.03%
2,600
158
$699K 0.03%
4,871
+1,913
159
$691K 0.03%
11,440
160
$688K 0.03%
1,425
161
$679K 0.02%
19,043
162
$653K 0.02%
4,831
163
$646K 0.02%
9,140
-24
164
$615K 0.02%
15,510
-823
165
$609K 0.02%
9,865
-2,755
166
$603K 0.02%
6,000
167
$598K 0.02%
18,568
+6,258
168
$593K 0.02%
2,641
169
$587K 0.02%
7,043
170
$577K 0.02%
5,100
171
$563K 0.02%
19,843
-1,450
172
$545K 0.02%
14,392
-250
173
$477K 0.02%
5,980
-237
174
$470K 0.02%
3,333
175
$461K 0.02%
14,648
5 6
7
8 9