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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$805K 0.03%
+8,684
152
$800K 0.03%
21,286
-500
153
$796K 0.03%
2,600
154
$786K 0.03%
9,440
155
$771K 0.03%
9,140
156
$740K 0.03%
4,315
157
$725K 0.03%
9,575
-50
158
$694K 0.02%
3,890
159
$655K 0.02%
1,425
160
$642K 0.02%
4,783
161
$577K 0.02%
4,400
162
$569K 0.02%
6,000
163
$557K 0.02%
14,688
-740
164
$536K 0.02%
14,600
165
$523K 0.02%
5,001
166
$519K 0.02%
5,908
-1,413
167
$512K 0.02%
3,233
-100
168
$494K 0.02%
14,287
169
$492K 0.02%
200
170
$459K 0.02%
2,766
171
$448K 0.02%
3,910
172
$445K 0.02%
23,642
+2,005
173
$431K 0.02%
14,339
+1,110
174
$428K 0.02%
13,100
-2,500
175
$416K 0.01%
2,699
-2,172
5 6
7
8 9