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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1 +$249M
2 +$189M
3 +$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1 +$7.96M
2 +$3.2M
3 +$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.16M 0.02%
+18,327
177
$1.09M 0.02%
+9,030
178
$1.09M 0.02%
9,875
179
$1.08M 0.02%
+4,055
180
$1.08M 0.02%
+7,550
181
$1.04M 0.02%
47,005
+8,188
182
$1.03M 0.02%
10,690
+300
183
$1.03M 0.02%
+6,613
184
$1.03M 0.02%
3,738
+495
185
$1.03M 0.02%
17,669
-38,021
186
$1.02M 0.02%
+11,430
187
$1.01M 0.02%
+4,540
188
$1.01M 0.02%
+8,650
189
$999K 0.02%
+32,600
190
$993K 0.02%
+18,050
191
$980K 0.01%
+20,966
192
$958K 0.01%
24,650
193
$956K 0.01%
5,820
194
$954K 0.01%
+13,556
195
$934K 0.01%
+3,072
196
$917K 0.01%
+4,399
197
$916K 0.01%
+37,713
198
$916K 0.01%
+5,016
199
$897K 0.01%
4,409
+94
200
$891K 0.01%
+10,209