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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$34.7M
3
+$6.36M
4
ISRG icon
Intuitive Surgical
ISRG
+$5.21M
5
NOW icon
ServiceNow
NOW
+$3.95M

Top Sells

1
+$8.42M
2
+$7.22M
3
+$5.99M
4
ADSK icon
Autodesk
ADSK
+$5.63M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.91M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$226K 0.01%
2,429
-466
202
$226K 0.01%
480
203
$225K 0.01%
4,750
204
$220K 0.01%
961
205
$220K 0.01%
2,067
206
$216K 0.01%
1,450
207
$18K ﹤0.01%
+1,312
208
– –
-11,440
209
– –
-8,719
210
– –
-4,544
5 6 7 8
9