BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
+8.41%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$3.36B
AUM Growth
+$3.36B
(-1.7%)
Cap. Flow
-$334M
Cap. Flow
% of AUM
-9.94%
Top 10 Holdings %
Top 10 Hldgs %
38.71%
Holding
231
New
14
Increased
42
Reduced
125
Closed
4
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$14.1M |
| 2 |
Cable One
CABO
|
$7.6M |
| 3 |
AptarGroup
ATR
|
$6.86M |
| 4 |
American Tower
AMT
|
$3.14M |
| 5 |
BWX Technologies
BWXT
|
$2.17M |
Top Sells
| 1 |
Apple
AAPL
|
$41.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$31.8M |
| 3 |
Walt Disney
DIS
|
$27.7M |
| 4 |
Microsoft
MSFT
|
$25.5M |
| 5 |
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% |
