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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$625K 0.02%
12,355
177
$623K 0.02%
9,260
+3,800
178
$618K 0.02%
2,600
-4,149
179
$613K 0.02%
5,295
180
$584K 0.02%
9,563
-9,430
181
$583K 0.02%
3,806
-200
182
$580K 0.02%
6,361
-350
183
$575K 0.02%
3,912
+300
184
$570K 0.02%
9,588
+1,684
185
$567K 0.02%
14,133
-40,871
186
$559K 0.02%
+4,667
187
$558K 0.02%
5,770
+1,292
188
$542K 0.02%
8,336
-6,579
189
$521K 0.02%
13,437
190
$514K 0.02%
3,391
+1,213
191
$509K 0.02%
8,100
+1,874
192
$505K 0.02%
1,700
-4,870
193
$503K 0.02%
2,970
-3,900
194
$502K 0.02%
5,550
195
$501K 0.02%
5,260
196
$487K 0.02%
4,374
-100
197
$474K 0.02%
5,546
198
$473K 0.02%
15,989
-12,951
199
$459K 0.02%
2,770
-499
200
$454K 0.02%
8,448
-500
6 7
8
9 10