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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$456K 0.02%
6,300
177
$451K 0.02%
3,960
178
$430K 0.02%
200
179
$418K 0.02%
5,850
180
$412K 0.02%
14,400
181
$376K 0.01%
2,766
182
$367K 0.01%
23,748
+1,241
183
$365K 0.01%
7,420
184
$347K 0.01%
6,636
185
$346K 0.01%
16,620
-150
186
$338K 0.01%
7,052
187
$332K 0.01%
5,203
-500
188
$327K 0.01%
1,360
189
$312K 0.01%
2,961
190
$311K 0.01%
2,895
191
$308K 0.01%
816
-7
192
$297K 0.01%
3,095
193
$290K 0.01%
1,899
-133
194
$289K 0.01%
11,900
195
$286K 0.01%
4,875
196
$285K 0.01%
3,500
197
$273K 0.01%
2,887
198
$244K 0.01%
6,000
199
$235K 0.01%
4,544
-302
200
$230K 0.01%
480
-215
5 6 7
8
9