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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$372K 0.01%
6,023
177
$363K 0.01%
12,577
-234
178
$361K 0.01%
1,996
-1,500
179
$357K 0.01%
1,872
+236
180
$344K 0.01%
6,300
181
$324K 0.01%
4,060
-240
182
$322K 0.01%
9,408
183
$316K 0.01%
3,578
184
$316K 0.01%
3,870
-200
185
$314K 0.01%
3,391
186
$304K 0.01%
1,642
187
$301K 0.01%
2,337
188
$301K 0.01%
3,395
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189
$298K 0.01%
2,975
-150
190
$296K 0.01%
17,025
191
$294K 0.01%
929
192
$289K 0.01%
7,052
193
$279K 0.01%
2,016
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194
$263K 0.01%
13,500
195
$262K 0.01%
3,500
196
$256K 0.01%
1,579
-50
197
$253K 0.01%
4,900
198
$245K 0.01%
2,950
199
$240K 0.01%
3,770
200
$236K 0.01%
200
5 6 7
8
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