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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$791K 0.03%
26,600
152
$786K 0.03%
11,923
+2,931
153
$745K 0.03%
8,056
-616
154
$709K 0.03%
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155
$677K 0.03%
19,043
156
$673K 0.03%
9,440
157
$672K 0.03%
43,773
-2,502
158
$661K 0.03%
4,315
159
$658K 0.03%
4,871
160
$647K 0.02%
1,425
161
$644K 0.02%
19,232
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162
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2,600
163
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164
$585K 0.02%
9,625
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165
$583K 0.02%
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166
$565K 0.02%
14,669
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167
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7,043
168
$544K 0.02%
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169
$537K 0.02%
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170
$490K 0.02%
19,017
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171
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172
$481K 0.02%
16,848
-2,995
173
$481K 0.02%
14,648
174
$452K 0.02%
14,392
175
$445K 0.02%
3,960
5 6
7
8 9