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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$929K 0.04%
31,154
202
$923K 0.04%
11,210
203
$923K 0.04%
69,210
204
$913K 0.04%
+3,324
205
$908K 0.03%
6,659
-96
206
$902K 0.03%
24,320
+2,400
207
$893K 0.03%
812
+512
208
$893K 0.03%
10,714
-200
209
$886K 0.03%
15,801
210
$883K 0.03%
13,569
-114
211
$860K 0.03%
5,190
+1,200
212
$853K 0.03%
45,420
+2,140
213
$843K 0.03%
9,577
+1,492
214
$838K 0.03%
16,340
+3,630
215
$834K 0.03%
6,230
216
$828K 0.03%
27,830
+6,400
217
$827K 0.03%
9,065
-1,052
218
$822K 0.03%
3,632
+687
219
$819K 0.03%
+19,580
220
$811K 0.03%
13,280
-1,820
221
$808K 0.03%
2,821
-213
222
$808K 0.03%
10,106
+2,974
223
$799K 0.03%
12,601
-19,616
224
$786K 0.03%
+8,748
225
$773K 0.03%
12,078
7 8
9
10 11