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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$374K 0.01%
7,400
177
$373K 0.01%
13,229
-1,419
178
$373K 0.01%
1,210
-150
179
$373K 0.01%
7,420
180
$366K 0.01%
956
+140
181
$363K 0.01%
16,515
-105
182
$355K 0.01%
5,203
183
$346K 0.01%
4,850
-500
184
$337K 0.01%
11,400
185
$336K 0.01%
6,000
186
$332K 0.01%
5,836
-400
187
$329K 0.01%
5,142
188
$324K 0.01%
3,500
189
$320K 0.01%
2,961
190
$309K 0.01%
21,637
-2,111
191
$304K 0.01%
4,950
-530
192
$291K 0.01%
2,887
193
$290K 0.01%
1,849
-50
194
$271K 0.01%
3,483
-12,781
195
$269K 0.01%
4,875
196
$262K 0.01%
480
197
$251K 0.01%
2,125
-200
198
$250K 0.01%
2,429
199
$249K 0.01%
2,620
-425
200
$245K 0.01%
2,067
5 6 7
8
9