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
$2.96B
AUM Growth
+$213M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$2.64M
2
+$1.33M
3
+$1.08M
4
EW icon
Edwards Lifesciences
EW
+$1.08M
5
PGR icon
Progressive
PGR
+$923K

Top Sells

1
+$11.4M
2
+$9.92M
3
+$5.31M
4
SCHW icon
Charles Schwab
SCHW
+$5.19M
5
JPM icon
JPMorgan Chase
JPM
+$4.84M

Sector Composition

1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 7.42%
1,893,886
-98,382
2
$138M 4.67%
877,200
-10,260
3
$129M 4.38%
615,514
-3,383
4
$115M 3.9%
340,452
-3,890
5
$99.8M 3.38%
312
-3
6
$93.4M 3.16%
474,233
-3,134
7
$85.9M 2.91%
1,171,680
-16,300
8
$84.7M 2.87%
2,284,810
-70,390
9
$81.6M 2.76%
376,432
-1,952
10
$81.1M 2.74%
1,154,240
-18,086
11
$74.9M 2.53%
351,640
-5,724
12
$70.5M 2.39%
352,686
-238
13
$55.9M 1.89%
213,563
+1,219
14
$52.4M 1.77%
93,050
-1,397
15
$51.7M 1.75%
311,717
-443
16
$48.9M 1.66%
156,973
+1,815
17
$44.2M 1.5%
159,315
-1,587
18
$43.4M 1.47%
367,654
-2,829
19
$41.2M 1.39%
83,978
+282
20
$40.8M 1.38%
92,381
-252
21
$39.4M 1.33%
780,174
-32,186
22
$37.8M 1.28%
192,093
-3,553
23
$36.1M 1.22%
290,648
-1,204
24
$35.4M 1.2%
817,984
-22,241
25
$32.3M 1.09%
356,742
-2,662
1
2 3 4 5