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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$353K 0.01%
3,111
-15,228
177
$346K 0.01%
3,220
+191
178
$345K 0.01%
6,300
179
$343K 0.01%
12,811
-50
180
$342K 0.01%
1,154
+37
181
$336K 0.01%
14,400
182
$329K 0.01%
101
183
$326K 0.01%
4,300
-60
184
$324K 0.01%
4,070
-1,600
185
$311K 0.01%
4,324
-142
186
$304K 0.01%
3,578
-1,400
187
$304K 0.01%
987
-198
188
$298K 0.01%
3,125
189
$291K 0.01%
3,391
190
$288K 0.01%
13,500
191
$286K 0.01%
929
192
$284K 0.01%
17,025
193
$276K 0.01%
3,461
194
$275K 0.01%
3,500
195
$273K 0.01%
2,337
-66
196
$268K 0.01%
1,642
197
$264K 0.01%
+37,115
198
$262K 0.01%
8,011
-3,507
199
$257K 0.01%
1,636
200
$257K 0.01%
8,436
-2,325
5 6 7
8
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