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
$2.61B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
437
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.29M
3
+$4.69M
4
ADSK icon
Autodesk
ADSK
+$4.63M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.47M

Top Sells

1
+$11.6M
2
+$10.8M
3
+$8.18M
4
COST icon
Costco
COST
+$7.31M
5
BIIB icon
Biogen
BIIB
+$5.18M

Sector Composition

1 Financials 22.69%
2 Technology 12.04%
3 Industrials 9.93%
4 Consumer Discretionary 8.46%
5 Healthcare 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$115M 4.39%
2,316,948
+7,988
2
$109M 4.18%
343
-10
3
$104M 3.99%
2,683,735
+86,520
4
$91.8M 3.52%
1,172,717
+57,107
5
$86.9M 3.33%
328,325
+15,943
6
$86.4M 3.31%
510,937
-2,247
7
$69M 2.64%
323,705
-5,230
8
$68M 2.6%
507,402
+39,507
9
$62.4M 2.39%
396,617
+4,995
10
$60.4M 2.32%
638,400
+37,420
11
$59.9M 2.3%
345,337
+16,779
12
$56.4M 2.16%
1,042,420
+54,900
13
$52.7M 2.02%
1,033,921
-211,653
14
$49.7M 1.9%
390,922
+2,119
15
$43M 1.65%
308,035
-2,104
16
$42.3M 1.62%
90,138
+1,212
17
$40.2M 1.54%
21,441
+612
18
$35M 1.34%
385,247
+11,726
19
$33.6M 1.29%
300,249
+27,848
20
$33.4M 1.28%
203,543
+23,378
21
$33.3M 1.27%
359,836
-125,681
22
$31.7M 1.21%
254,708
-2,043
23
$31.2M 1.2%
128,029
+7,778
24
$30M 1.15%
144,171
-1,743
25
$28.3M 1.08%
146,759
+20,052
1
2 3 4 5