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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$591K 0.02%
4,568
-215
152
$559K 0.02%
7,225
-1,100
153
$534K 0.02%
6,178
-7,669
154
$532K 0.02%
17,552
155
$507K 0.02%
7,241
-1,200
156
$505K 0.02%
5,536
+500
157
$498K 0.02%
158
158
$493K 0.02%
6,000
159
$484K 0.02%
10,950
160
$480K 0.02%
3,133
161
$479K 0.02%
2,075
-1,666
162
$477K 0.01%
911
163
$469K 0.01%
24,500
-800
164
$453K 0.01%
15,286
-5,900
165
$437K 0.01%
3,560
-300
166
$404K 0.01%
15,960
167
$403K 0.01%
1,664
+454
168
$391K 0.01%
13,604
169
$390K 0.01%
1,296
-1,742
170
$365K 0.01%
+1,254
171
$351K 0.01%
5,236
172
$336K 0.01%
5,142
173
$330K 0.01%
2,789
174
$326K 0.01%
3,565
-300
175
$323K 0.01%
2,474
5 6
7
8 9