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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.01%
1,450
-75
202
$226K 0.01%
4,750
-225
203
$223K 0.01%
2,067
204
$216K 0.01%
961
+10
205
$209K 0.01%
2,325
206
$202K 0.01%
3,648
-38
207
– –
-802
208
– –
-984
209
– –
-1,209
210
– –
-3,880
211
– –
-2,000
212
– –
-1,321
5 6 7 8
9