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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$486K 0.02%
2,766
177
$480K 0.01%
2,958
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178
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12,310
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179
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181
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182
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-3,447
183
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184
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185
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200
186
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187
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188
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189
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190
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191
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192
$324K 0.01%
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197
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695
198
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199
$309K 0.01%
3,095
200
$305K 0.01%
4,875
5 6 7
8
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