BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
1-Year Return
17.82%
This Quarter Return
+22.5%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$2.74B
AUM Growth
+$531M
(+24%)
Cap. Flow
+$48M
Cap. Flow
% of AUM
1.75%
Top 10 Holdings %
Top 10 Hldgs %
39.25%
Holding
232
New
14
Increased
24
Reduced
141
Closed
7
Top Buys
| 1 |
Illumina
ILMN
|
$3.03M |
| 2 |
Casey's General Stores
CASY
|
$2.5M |
| 3 |
Edwards Lifesciences
EW
|
$2.12M |
| 4 |
Progressive
PGR
|
$1.73M |
| 5 |
Intercontinental Exchange
ICE
|
$1.38M |
Top Sells
| 1 |
Apple
AAPL
|
$9.39M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$6.95M |
| 3 |
Capital One
COF
|
$5.7M |
| 4 |
Mastercard
MA
|
$4.35M |
| 5 |
Blackrock
BLK
|
$3.86M |
Sector Composition
| 1 | Financials | 21.23% |
| 2 | Technology | 17.35% |
| 3 | Consumer Discretionary | 11.15% |
| 4 | Communication Services | 7.81% |
| 5 | Healthcare | 7.02% |
