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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.24M 0.02%
5,547
-485
177
$1.23M 0.02%
37,713
178
$1.22M 0.02%
11,686
-4,212
179
$1.2M 0.02%
8,653
+3
180
$1.2M 0.02%
9,030
181
$1.2M 0.02%
3,072
182
$1.19M 0.02%
4,200
+145
183
$1.16M 0.02%
9,345
-2,085
184
$1.12M 0.02%
47,005
185
$1.11M 0.02%
4,399
186
$1.11M 0.02%
21,623
+3,296
187
$1.11M 0.02%
10,716
+26
188
$1.11M 0.02%
6,198
+378
189
$1.11M 0.02%
4,044
-670
190
$1.1M 0.02%
10,209
191
$1.1M 0.02%
16,628
-58,619
192
$1.08M 0.02%
9,879
+4
193
$1.07M 0.02%
3,981
194
$1.06M 0.01%
26,650
+6,650
195
$1.06M 0.01%
24,775
+125
196
$1.05M 0.01%
13,473
-4,196
197
$1.05M 0.01%
13,556
198
$1.04M 0.01%
3,824
+20
199
$1.03M 0.01%
4,384
-25
200
$1.01M 0.01%
9,182
+12
6 7
8
9 10