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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.17M 0.04%
9,494
+125
177
$1.17M 0.04%
10,571
178
$1.15M 0.04%
+11,984
179
$1.15M 0.04%
10,333
-132
180
$1.13M 0.04%
66,341
+14,014
181
$1.12M 0.04%
15,835
-4,625
182
$1.12M 0.04%
24,912
+14,792
183
$1.11M 0.04%
43,500
184
$1.09M 0.04%
26,501
+125
185
$1.09M 0.04%
22,540
186
$1.06M 0.04%
23,548
+8
187
$1.05M 0.04%
+4,684
188
$1.04M 0.04%
6,530
189
$1.04M 0.04%
3,310
+110
190
$1.01M 0.04%
6,627
+2,794
191
$1M 0.04%
24,650
192
$991K 0.04%
18,942
-429
193
$978K 0.04%
16,390
194
$977K 0.04%
12,642
-376
195
$973K 0.04%
17,802
+1,290
196
$964K 0.04%
8,273
+5,328
197
$961K 0.04%
+2,770
198
$944K 0.04%
19,554
-438
199
$942K 0.04%
+31,823
200
$942K 0.04%
12,851
6 7
8
9 10