BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
+10.07%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$3.42B
AUM Growth
+$3.42B
(+7.5%)
Cap. Flow
-$51.9M
Cap. Flow
% of AUM
-1.52%
Top 10 Holdings %
Top 10 Hldgs %
38.82%
Holding
232
New
9
Increased
81
Reduced
85
Closed
8
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$9.01M |
| 2 |
PayPal
PYPL
|
$5.41M |
| 3 |
Cable One
CABO
|
$2.96M |
| 4 |
Chemed
CHE
|
$1.54M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.53M |
Top Sells
| 1 |
Fiserv
FI
|
$12.3M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$10.3M |
| 3 |
Apple
AAPL
|
$8.57M |
| 4 |
Roper Technologies
ROP
|
$6.65M |
| 5 |
Abbott
ABT
|
$5.24M |
Sector Composition
| 1 | Financials | 21.16% |
| 2 | Technology | 17.48% |
| 3 | Consumer Discretionary | 9.51% |
| 4 | Communication Services | 7.56% |
| 5 | Healthcare | 7.51% |
