BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$7.18M
2
+$7.14M
3
+$2.96M
4
BWXT icon
BWX Technologies
BWXT
+$2.4M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.53M

Top Sells

1
+$39.1M
2
+$30.4M
3
+$28.3M
4
AMZN icon
Amazon
AMZN
+$24.5M
5
MSFT icon
Microsoft
MSFT
+$23.9M

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
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177
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6,300
178
$435K 0.01%
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179
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180
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181
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987
182
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183
$401K 0.01%
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184
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17,100
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185
$363K 0.01%
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186
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7,000
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187
$337K 0.01%
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188
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3,295
189
$317K 0.01%
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190
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191
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3,500
196
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197
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198
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199
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4,300
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200
$253K 0.01%
695
5 6 7
8
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