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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$235K 0.01%
7,636
-700
202
$229K 0.01%
2,504
-690
203
$217K 0.01%
13,500
-1,300
204
$217K 0.01%
4,045
205
$209K 0.01%
1,642
206
$202K 0.01%
2,950
-2,030
207
$201K 0.01%
1,636
-101
208
$200K 0.01%
14,400
209
$139K 0.01%
10,308
-3,825
210
$89K ﹤0.01%
+19,404
211
$80K ﹤0.01%
15,334
-7,600
212
– –
-10,081
213
– –
-1,636
214
– –
-8,078
215
– –
-3,349
216
– –
-2,075
217
– –
-4,667
218
– –
-5,055
219
– –
-1,667
220
– –
-2,851
221
– –
-2,500
222
– –
-6,356
223
– –
-5,546
224
– –
-8,920
225
– –
-2,970
7 8
9
10 11