BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
1-Year Return
17.82%
This Quarter Return
+10.78%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$2.96B
AUM Growth
+$213M
(+7.8%)
Cap. Flow
-$75.9M
Cap. Flow
% of AUM
-2.57%
Top 10 Holdings %
Top 10 Hldgs %
40.27%
Holding
225
New
–
Increased
43
Reduced
119
Closed
6
Top Buys
| 1 |
Casey's General Stores
CASY
|
$2.64M |
| 2 |
Fiserv
FI
|
$1.33M |
| 3 |
Illumina
ILMN
|
$1.08M |
| 4 |
Edwards Lifesciences
EW
|
$1.08M |
| 5 |
Progressive
PGR
|
$923K |
Top Sells
| 1 |
Apple
AAPL
|
$11.4M |
| 2 |
Booking.com
BKNG
|
$9.92M |
| 3 |
Comcast
CMCSA
|
$5.31M |
| 4 |
Charles Schwab
SCHW
|
$5.19M |
| 5 |
JPMorgan Chase
JPM
|
$4.84M |
Sector Composition
| 1 | Financials | 21.12% |
| 2 | Technology | 18.16% |
| 3 | Consumer Discretionary | 11.62% |
| 4 | Communication Services | 7.61% |
| 5 | Healthcare | 7.04% |
