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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.56M 0.02%
+13,665
152
$1.51M 0.02%
+54,600
153
$1.5M 0.02%
9,422
-405
154
$1.49M 0.02%
10,795
+1,045
155
$1.45M 0.02%
22,216
+9,473
156
$1.45M 0.02%
23,036
+1,640
157
$1.43M 0.02%
+15,360
158
$1.43M 0.02%
+37,590
159
$1.41M 0.02%
+18,446
160
$1.38M 0.02%
+10,528
161
$1.36M 0.02%
19,523
+2,530
162
$1.36M 0.02%
3,235
+635
163
$1.34M 0.02%
78,587
+12,277
164
$1.29M 0.02%
+14,390
165
$1.26M 0.02%
+4,935
166
$1.25M 0.02%
+41,570
167
$1.25M 0.02%
+29,353
168
$1.25M 0.02%
12,837
+1,300
169
$1.24M 0.02%
9,072
+5,939
170
$1.23M 0.02%
+6,032
171
$1.23M 0.02%
+12,560
172
$1.22M 0.02%
+24,750
173
$1.21M 0.02%
4,714
+3,418
174
$1.19M 0.02%
13,497
+7,961
175
$1.18M 0.02%
15,898
-8,714
5 6
7
8 9