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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$5.29M
3
+$3.62M
4
EW icon
Edwards Lifesciences
EW
+$3.59M
5
NOW icon
ServiceNow
NOW
+$3.17M

Top Sells

1
+$9.53M
2
+$7.63M
3
+$6.54M
4
META icon
Meta Platforms (Facebook)
META
+$5.48M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.31M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$238K 0.01%
4,750
202
$226K 0.01%
961
203
$217K 0.01%
1,375
-75
204
$17.1K ﹤0.01%
1,312
205
– –
-7,043
206
– –
-135,200
207
– –
-14,400
208
– –
-24,244
209
– –
-38,004
5 6 7 8
9