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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$4.62M
3
+$4.4M
4
SIVB
SVB Financial Group
SIVB
+$3.76M
5
TPL icon
Texas Pacific Land
TPL
+$3.37M

Top Sells

1
+$12.6M
2
+$7.97M
3
+$6.31M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.67M
5
AAPL icon
Apple
AAPL
+$4.07M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$303K 0.01%
1,209
+104
202
$282K 0.01%
1,525
203
$271K 0.01%
8,810
-669
204
$247K 0.01%
1,321
-54
205
$247K 0.01%
951
+22
206
$244K 0.01%
4,975
207
$236K 0.01%
2,000
208
$236K 0.01%
6,000
209
$233K 0.01%
+2,325
210
$233K 0.01%
2,067
211
$231K 0.01%
802
212
$202K 0.01%
984
213
– –
-1,600
214
– –
-5,700
215
– –
-7,500
216
– –
-1,100
217
– –
-1,725
218
– –
-1,218
219
– –
-1,926
220
– –
-12,493
221
– –
-6,636
5 6 7 8
9