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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$451K 0.01%
8,334
+389
177
$443K 0.01%
6,300
178
$435K 0.01%
4,060
179
$433K 0.01%
4,100
-1,000
180
$423K 0.01%
1,472
181
$422K 0.01%
987
182
$405K 0.01%
2,966
183
$401K 0.01%
3,026
184
$390K 0.01%
17,100
+75
185
$363K 0.01%
13,500
186
$338K 0.01%
7,000
-3,000
187
$337K 0.01%
4,344
-458
188
$325K 0.01%
3,295
189
$317K 0.01%
5,004
-907
190
$301K 0.01%
1,577
191
$298K 0.01%
200
192
$292K 0.01%
7,236
-187
193
$282K 0.01%
2,005
-2,169
194
$281K 0.01%
2,004
-200
195
$278K 0.01%
3,500
196
$274K 0.01%
3,470
197
$272K 0.01%
4,875
198
$262K 0.01%
4,300
-1,000
199
$262K 0.01%
3,095
-100
200
$253K 0.01%
695
5 6 7
8
9