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
$2.7B
AUM Growth
+$75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
431
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$12.5M
3
+$9.38M
4
TRU icon
TransUnion
TRU
+$8.38M
5
MA icon
Mastercard
MA
+$6.89M

Top Sells

1
+$24.3M
2
+$21.7M
3
+$9.13M
4
AAPL icon
Apple
AAPL
+$7.83M
5
CCL icon
Carnival Corp
CCL
+$6.66M

Sector Composition

1 Financials 24.21%
2 Technology 14.1%
3 Consumer Discretionary 8.78%
4 Industrials 8.09%
5 Communication Services 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 5.83%
2,141,648
-106,700
2
$111M 4.1%
2,688,750
+116,500
3
$110M 4.08%
324
-11
4
$105M 3.88%
350,520
+23,068
5
$102M 3.8%
1,222,037
+5,539
6
$85.8M 3.18%
544,050
+29,956
7
$85.6M 3.17%
473,285
-28,437
8
$75M 2.78%
331,163
+7,268
9
$72.7M 2.7%
1,085,980
+31,020
10
$64.5M 2.39%
698,620
+49,620
11
$64.5M 2.39%
343,130
-6,533
12
$61.7M 2.29%
350,581
-26,351
13
$49.2M 1.82%
97,819
+6,385
14
$48.6M 1.8%
355,977
-23,645
15
$46.6M 1.73%
867,663
-32,962
16
$45.3M 1.68%
22,075
+587
17
$44.6M 1.65%
320,094
+7,692
18
$41.9M 1.56%
289,916
-13,939
19
$41.2M 1.53%
140,033
+6,101
20
$34.7M 1.29%
779,595
+80,279
21
$32.8M 1.22%
150,111
+5,321
22
$31.8M 1.18%
265,589
+5,201
23
$31.1M 1.15%
151,476
-2,598
24
$30.6M 1.13%
253,936
+3,139
25
$29.2M 1.08%
542,729
+8,413
1
2 3 4 5