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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$235K 0.01%
2,504
202
$233K 0.01%
7,788
-66
203
$222K 0.01%
4,274
-50
204
$222K 0.01%
2,019
-2,196
205
$218K 0.01%
3,232
206
$204K 0.01%
6,996
-1,440
207
$180K 0.01%
37,115
208
$105K ﹤0.01%
19,404
209
$81K ﹤0.01%
13,634
-1,700
210
– –
-8,011
211
– –
-9,845
212
– –
-465
213
– –
-36,196
214
– –
-8,917
5 6 7 8
9