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
$2.21B
AUM Growth
-$485M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$13M
3
+$10.3M
4
ICE icon
Intercontinental Exchange
ICE
+$8.75M
5
NVDA icon
NVIDIA
NVDA
+$8.71M

Top Sells

1
+$7.74M
2
+$7.14M
3
+$6M
4
FDX icon
FedEx
FDX
+$4.21M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$3.86M

Sector Composition

1 Financials 24.15%
2 Technology 16.56%
3 Consumer Discretionary 10.48%
4 Communication Services 8.06%
5 Healthcare 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$133M 6.02%
2,095,224
-46,424
2
$98.8M 4.47%
626,366
+82,316
3
$92.8M 4.19%
341
+17
4
$87.5M 3.96%
897,720
+199,100
5
$86.7M 3.92%
359,059
+8,539
6
$69.6M 3.15%
2,419,570
-269,180
7
$69.3M 3.13%
1,192,880
+106,900
8
$69.1M 3.12%
490,084
+16,799
9
$67.9M 3.07%
1,210,527
-11,510
10
$65.7M 2.97%
359,502
+28,339
11
$58M 2.62%
360,134
+17,004
12
$56.4M 2.55%
374,682
+24,101
13
$44.7M 2.02%
101,539
+3,720
14
$38.8M 1.76%
155,773
+15,740
15
$36.6M 1.65%
368,645
+12,668
16
$35.6M 1.61%
213,273
+61,797
17
$35M 1.58%
852,785
-14,878
18
$34.3M 1.55%
380,734
+60,640
19
$30.5M 1.38%
163,091
+12,980
20
$28.9M 1.31%
860,389
+80,794
21
$28.7M 1.3%
297,250
+7,334
22
$27M 1.22%
313,911
+48,322
23
$26.8M 1.21%
19,946
-2,129
24
$26.7M 1.21%
93,989
+8,458
25
$26.6M 1.2%
83,670
+20,806
1
2 3 4 5