BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
-3.22%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$3.24B
AUM Growth
+$3.24B
(-5.3%)
Cap. Flow
-$11.9M
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
40.4%
Holding
229
New
5
Increased
67
Reduced
95
Closed
9
Top Buys
| 1 |
ServiceNow
NOW
|
$5.47M |
| 2 |
Generac Holdings
GNRC
|
$4.36M |
| 3 |
PayPal
PYPL
|
$4.01M |
| 4 |
Texas Pacific Land
TPL
|
$3.84M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
$3.46M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$12.8M |
| 2 |
Starbucks
SBUX
|
$7.69M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$6.88M |
| 4 |
Johnson & Johnson
JNJ
|
$4.86M |
| 5 |
Apple
AAPL
|
$4.23M |
Sector Composition
| 1 | Financials | 22.22% |
| 2 | Technology | 17.35% |
| 3 | Consumer Discretionary | 8.54% |
| 4 | Healthcare | 7.6% |
| 5 | Communication Services | 7.09% |
