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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$445K 0.02%
6,843
-898
202
$436K 0.02%
13,712
-67,566
203
$421K 0.02%
22,934
-2,000
204
$412K 0.02%
2,977
205
$411K 0.02%
1,213
-1,306
206
$410K 0.02%
10,081
-12,370
207
$404K 0.02%
4,751
208
$404K 0.02%
3,545
209
$381K 0.01%
4,877
-16,090
210
$381K 0.01%
+3,400
211
$381K 0.01%
1,185
-520
212
$380K 0.01%
4,683
-14,699
213
$378K 0.01%
4,002
214
$378K 0.01%
+2,075
215
$370K 0.01%
4,728
-3,783
216
$365K 0.01%
4,212
-3,000
217
$363K 0.01%
4,260
218
$360K 0.01%
2,500
-300
219
$359K 0.01%
3,194
+1,157
220
$354K 0.01%
4,980
-500
221
$350K 0.01%
17,475
-765
222
$348K 0.01%
4,070
223
$347K 0.01%
1,948
+691
224
$345K 0.01%
5,548
225
$342K 0.01%
+6,356
7 8
9
10 11