BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$19.3M
2
+$13.5M
3
+$12.1M
4
ICE icon
Intercontinental Exchange
ICE
+$9.81M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$8.65M

Top Sells

1
+$12.5M
2
+$10M
3
+$8.18M
4
PNC icon
PNC Financial Services
PNC
+$4.74M
5
FDX icon
FedEx
FDX
+$4.21M

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%
4,045
204
$217K 0.01%
13,500
-1,300
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
– –
-6,562
213
– –
-8,100
214
– –
-4,751
215
– –
-5,141
216
– –
-13,437
217
– –
-4,933
218
– –
-9,563
219
– –
-250
220
– –
-1,700
221
– –
-10,080
222
– –
-3,295
223
– –
-12,355
224
– –
-6,632
225
– –
-4,728
7 8
9
10 11