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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$344K 0.02%
+6,300
177
$342K 0.02%
+36,196
178
$342K 0.02%
3,698
+153
179
$332K 0.02%
7,452
-2,136
180
$328K 0.01%
4,791
-3,225
181
$326K 0.01%
7,115
-8,583
182
$318K 0.01%
6,023
-300
183
$317K 0.01%
2,770
184
$313K 0.01%
10,761
-5,675
185
$306K 0.01%
1,185
186
$303K 0.01%
12,861
-3,128
187
$286K 0.01%
3,500
-712
188
$281K 0.01%
929
+23
189
$280K 0.01%
3,461
-2,900
190
$274K 0.01%
4,360
+100
191
$268K 0.01%
3,125
-2,250
192
$262K 0.01%
3,029
+470
193
$259K 0.01%
+101
194
$257K 0.01%
1,117
-1,581
195
$256K 0.01%
1,785
-163
196
$254K 0.01%
3,391
197
$251K 0.01%
17,025
-450
198
$249K 0.01%
2,403
+315
199
$239K 0.01%
4,466
+92
200
$237K 0.01%
4,900
-100
6 7
8
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