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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$806K 0.03%
21,174
+1,942
152
$806K 0.03%
43,773
153
$782K 0.03%
9,440
154
$781K 0.03%
18,943
-100
155
$771K 0.03%
14,767
+98
156
$747K 0.03%
9,625
157
$740K 0.03%
4,871
158
$734K 0.03%
7,321
-735
159
$731K 0.03%
1,425
160
$724K 0.03%
2,600
161
$716K 0.03%
9,140
162
$678K 0.02%
3,890
+76
163
$649K 0.02%
4,783
-48
164
$563K 0.02%
6,000
165
$539K 0.02%
15,428
-1,420
166
$534K 0.02%
14,287
-105
167
$505K 0.02%
4,400
168
$503K 0.02%
6,300
169
$493K 0.02%
200
170
$468K 0.02%
3,333
171
$452K 0.02%
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-50
172
$447K 0.02%
5,001
-11,126
173
$431K 0.02%
14,600
-12,000
174
$412K 0.02%
15,600
-3,417
175
$412K 0.02%
2,766
-200
5 6
7
8 9