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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$252K 0.01%
1,836
+32
202
$252K 0.01%
1,800
-200
203
$246K 0.01%
5,033
-4,300
204
$246K 0.01%
4,235
205
$244K 0.01%
+7,124
206
$237K 0.01%
1,152
-135
207
$227K 0.01%
+8,419
208
$227K 0.01%
1,375
-50
209
$226K 0.01%
5,640
-397
210
$223K 0.01%
+701
211
$223K 0.01%
+936
212
$213K 0.01%
+2,067
213
$212K 0.01%
+1,841
214
$209K 0.01%
+904
215
$207K 0.01%
+877
216
$207K 0.01%
1,100
-325
217
$205K 0.01%
+2,000
218
$204K 0.01%
+1,746
219
– –
-26,390
220
– –
-16,810
221
– –
-20,772
222
– –
-4,387
5 6 7 8
9