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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$444K 0.02%
6,300
177
$428K 0.02%
200
178
$427K 0.02%
3,333
179
$415K 0.02%
2,966
+200
180
$402K 0.02%
+7,400
181
$379K 0.01%
5,480
-500
182
$365K 0.01%
23,748
183
$364K 0.01%
5,350
-500
184
$344K 0.01%
7,420
185
$341K 0.01%
14,400
186
$328K 0.01%
5,203
187
$324K 0.01%
16,620
188
$317K 0.01%
1,360
189
$310K 0.01%
6,236
-400
190
$304K 0.01%
1,899
191
$301K 0.01%
2,961
192
$291K 0.01%
816
193
$273K 0.01%
3,500
194
$263K 0.01%
3,045
-50
195
$260K 0.01%
2,887
196
$258K 0.01%
4,875
197
$253K 0.01%
5,142
-1,910
198
$243K 0.01%
11,400
-500
199
$240K 0.01%
6,000
200
$238K 0.01%
2,325
5 6 7
8
9