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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$397K 0.01%
6,300
177
$391K 0.01%
956
178
$372K 0.01%
5,203
179
$351K 0.01%
16,065
-450
180
$348K 0.01%
1,210
181
$337K 0.01%
4,850
182
$337K 0.01%
6,000
183
$310K 0.01%
5,142
184
$306K 0.01%
2,781
-180
185
$302K 0.01%
1,849
186
$301K 0.01%
5,236
-600
187
$287K 0.01%
2,789
-98
188
$279K 0.01%
2,067
189
$278K 0.01%
11,400
190
$266K 0.01%
4,750
-200
191
$260K 0.01%
4,875
192
$258K 0.01%
4,750
193
$238K 0.01%
2,620
194
$234K 0.01%
2,429
195
$222K 0.01%
480
196
$213K 0.01%
2,400
-1,100
197
$212K 0.01%
951
-10
198
$211K 0.01%
2,125
199
$210K 0.01%
+3,838
200
$206K 0.01%
+1,250
5 6 7
8
9