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
$2.74B
AUM Growth
+$531M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.5M
3
+$2.12M
4
PGR icon
Progressive
PGR
+$1.73M
5
ICE icon
Intercontinental Exchange
ICE
+$1.38M

Top Sells

1
+$9.39M
2
+$6.95M
3
+$5.7M
4
MA icon
Mastercard
MA
+$4.35M
5
BLK icon
Blackrock
BLK
+$3.86M

Sector Composition

1 Financials 21.23%
2 Technology 17.35%
3 Consumer Discretionary 11.15%
4 Communication Services 7.81%
5 Healthcare 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$182M 6.62%
1,992,268
-102,956
2
$126M 4.59%
618,897
-7,469
3
$122M 4.46%
887,460
-10,260
4
$102M 3.71%
344,342
-14,717
5
$84.2M 3.07%
1,187,980
-4,900
6
$84.2M 3.07%
315
-26
7
$83.8M 3.05%
2,355,200
-64,370
8
$80.7M 2.94%
477,367
-12,717
9
$80.1M 2.92%
1,172,326
-38,201
10
$72.6M 2.65%
378,384
+3,702
11
$68.2M 2.49%
352,924
-7,210
12
$63.8M 2.33%
357,364
-2,138
13
$51.4M 1.87%
94,447
-7,092
14
$48.2M 1.76%
212,344
-929
15
$45.8M 1.67%
155,158
-615
16
$42.2M 1.54%
312,160
-1,751
17
$41.7M 1.52%
370,483
+1,838
18
$40.3M 1.47%
160,902
-2,189
19
$38.7M 1.41%
812,360
-40,425
20
$36.4M 1.33%
83,696
+26
21
$34.9M 1.27%
371,294
-9,440
22
$34.1M 1.24%
195,646
-6,735
23
$33.6M 1.22%
92,633
-1,356
24
$33.3M 1.21%
840,225
-20,164
25
$32.5M 1.19%
291,852
-5,398
1
2 3 4 5