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
$533M
AUM Growth
+$8.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$789K
2
+$510K
3
+$483K
4
GE icon
GE Aerospace
GE
+$449K
5
WFC icon
Wells Fargo
WFC
+$415K

Top Sells

1
+$2.13M
2
+$621K
3
+$608K
4
CAT icon
Caterpillar
CAT
+$563K
5
MCD icon
McDonald's
MCD
+$423K

Sector Composition

1 Financials 23.78%
2 Technology 9.3%
3 Healthcare 9.1%
4 Industrials 8.48%
5 Consumer Staples 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.1M 10.9%
281
-3
2
$26.8M 5.02%
292,280
+1,275
3
$22.4M 4.2%
223,965
+1,326
4
$20.9M 3.92%
830,076
-12,500
5
$20.8M 3.9%
759,870
+2,500
6
$17.8M 3.33%
128,561
-705
7
$15.4M 2.89%
295,414
+2,850
8
$14.8M 2.77%
136,494
+310
9
$12.6M 2.36%
170,340
+25
10
$9.54M 1.79%
328,118
+300
11
$9.3M 1.74%
98,076
+800
12
$8.75M 1.64%
168,678
+8,010
13
$8.25M 1.55%
69,156
+2,771
14
$7.94M 1.49%
106,256
+1,835
15
$7.76M 1.46%
95,098
+300
16
$7.55M 1.41%
106,841
+244
17
$7.48M 1.4%
30,984
+392
18
$7.37M 1.38%
82,791
+2,100
19
$7.2M 1.35%
77,308
+1,450
20
$7.07M 1.33%
81,730
+160
21
$7.01M 1.31%
21,360
+610
22
$6.87M 1.29%
107,092
+1,611
23
$6.5M 1.22%
68,537
-4,459
24
$6.44M 1.21%
154,966
25
$6.13M 1.15%
73,500
+2,020
1
2 3 4 5