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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$251K 0.01%
+7,854
202
$243K 0.01%
2,504
203
$241K 0.01%
+7,052
204
$234K 0.01%
4,900
205
$230K 0.01%
3,770
-275
206
$229K 0.01%
2,950
207
$227K 0.01%
1,629
-5,500
208
$226K 0.01%
+200
209
$220K 0.01%
1,472
-5,588
210
$215K 0.01%
+3,232
211
$211K 0.01%
+465
212
$211K 0.01%
8,917
-28,565
213
$138K 0.01%
19,404
214
$135K ﹤0.01%
15,334
215
– –
-3,511
216
– –
-232,414
217
– –
-7,115
218
– –
-10,308
219
– –
-3,036
220
– –
-7,636
221
– –
-6,280
5 6 7 8
9