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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$881K 0.01%
3,804
+2,604
202
$874K 0.01%
+1,887
203
$862K 0.01%
2,436
-2,321
204
$862K 0.01%
3,622
+1,547
205
$851K 0.01%
+26,400
206
$850K 0.01%
+11,590
207
$838K 0.01%
+33,660
208
$834K 0.01%
+4,421
209
$833K 0.01%
+14,597
210
$832K 0.01%
+20,000
211
$821K 0.01%
+1,590
212
$818K 0.01%
+6,501
213
$817K 0.01%
+3,981
214
$812K 0.01%
+6,599
215
$799K 0.01%
+1,703
216
$798K 0.01%
25,778
+14,828
217
$798K 0.01%
41,764
+621
218
$784K 0.01%
6,106
+3,632
219
$783K 0.01%
3,240
+474
220
$777K 0.01%
+2,420
221
$760K 0.01%
+3,337
222
$746K 0.01%
+4,280
223
$733K 0.01%
+9,170
224
$729K 0.01%
+3,223
225
$728K 0.01%
+5,120
7 8
9
10 11