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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.82M 0.03%
10,433
-634
152
$1.78M 0.02%
9,439
+17
153
$1.77M 0.02%
37,590
154
$1.73M 0.02%
48,926
-5,674
155
$1.64M 0.02%
22,251
+35
156
$1.61M 0.02%
8,974
-144
157
$1.61M 0.02%
40,613
-4,546
158
$1.58M 0.02%
47,330
+5,760
159
$1.57M 0.02%
10,490
-305
160
$1.54M 0.02%
24,750
161
$1.54M 0.02%
15,967
+125
162
$1.5M 0.02%
3,165
-70
163
$1.5M 0.02%
12,606
+46
164
$1.49M 0.02%
14,391
+1
165
$1.49M 0.02%
18,485
+39
166
$1.49M 0.02%
14,130
+465
167
$1.45M 0.02%
8,872
-200
168
$1.41M 0.02%
4,899
-36
169
$1.39M 0.02%
5,100
+560
170
$1.35M 0.02%
17,963
-1,560
171
$1.34M 0.02%
12,862
+25
172
$1.33M 0.02%
42,390
+9,790
173
$1.31M 0.02%
9,339
-1,189
174
$1.3M 0.02%
78,587
175
$1.29M 0.02%
13,660
-1,700
5 6
7
8 9