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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$970K 0.01%
4,897
-119
202
$936K 0.01%
5,460
+1,180
203
$928K 0.01%
1,887
204
$927K 0.01%
26,400
205
$917K 0.01%
7,700
+150
206
$911K 0.01%
33,660
207
$897K 0.01%
11,590
208
$890K 0.01%
40,462
-1,302
209
$888K 0.01%
6,599
210
$864K 0.01%
6,520
+19
211
$852K 0.01%
21,034
+68
212
$850K 0.01%
3,330
-292
213
$839K 0.01%
1,703
214
$838K 0.01%
3,287
-395
215
$828K 0.01%
426
+48
216
$824K 0.01%
12,690
-5,360
217
$822K 0.01%
11,370
218
$820K 0.01%
7,474
+288
219
$806K 0.01%
3,241
+1
220
$801K 0.01%
8,710
-4,787
221
$801K 0.01%
1,780
222
$798K 0.01%
21,570
223
$796K 0.01%
2,768
224
$796K 0.01%
3,337
225
$788K 0.01%
4,104
-317
7 8
9
10 11