BIM

Bridges Investment Management Portfolio holdings

AUM $6.93B
This Quarter Return
-1.71%
1 Year Return
+11.78%
3 Year Return
+40.3%
5 Year Return
+164.75%
10 Year Return
+255.01%
AUM
$6.93B
AUM Growth
-$220M
Cap. Flow
-$2.24M
Cap. Flow %
-0.03%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
154
Reduced
152
Closed
25

Top Buys

1
$20.3M
2
$13.8M
3
$13.4M
4
$10.5M
5
$10.2M

Top Sells

1
$32.9M
2
$12.7M
3
$10M
4
$9.96M
5
$7.19M

Sector Composition

1Financials22.94%
2Technology20.01%
3Consumer Discretionary10.41%
4Healthcare9.17%
5Industrials8.72%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.62M0.02% 96,752
+12,735
+15%
+$213K
$1.61M0.02% 24,750––
$1.6M0.02% 38,271
-2,598
-6%
-$108K
$1.59M0.02% 8,057
+4,246
+111%
+$837K
$1.58M0.02% 8,987
-28
-0.3%
-$4.94K
$1.58M0.02% 15,190
-36
-0.2%
-$3.75K
$1.57M0.02% 43,949
+21,779
+98%
+$776K
$1.56M0.02% 12,512
+6,591
+111%
+$823K
$1.55M0.02% 52,823
+27,826
+111%
+$818K
$1.54M0.02% 6,918
+3,645
+111%
+$809K
$1.53M0.02% 14,122
+7,957
+129%
+$865K
$1.48M0.02% 63,455
+35,599
+128%
+$831K
$1.48M0.02% 33,490
-4,100
-11%
-$181K
$1.48M0.02% 28,182
+2,475
+10%
+$130K
$1.47M0.02% 8,331
+4,028
+94%
+$710K
$1.46M0.02% 23,055––
$1.44M0.02% 6,020
+1,080
+22%
+$259K
$1.43M0.02% 23,227
+12,234
+111%
+$756K
$1.43M0.02% 21,076
-1,140
-5%
-$77.3K
$1.43M0.02% 4,081
+2,154
+112%
+$753K
$1.42M0.02% 3,040
-124
-4%
-$57.7K
$1.41M0.02% 44,673
+23,531
+111%
+$741K
$1.4M0.02% 13,660––
$1.4M0.02% 55,240––
$1.36M0.02% 4,962
+818
+20%
+$225K
1 67891017