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
$3.36B
AUM Growth
-$57.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$6.86M
3
+$3.14M
4
BWXT icon
BWX Technologies
BWXT
+$2.17M
5
IAA
IAA, Inc. Common Stock
IAA
+$1.45M

Top Sells

1
+$41.4M
2
+$31.8M
3
+$27.7M
4
MSFT icon
Microsoft
MSFT
+$25.5M
5
AMZN icon
Amazon
AMZN
+$25.4M

Sector Composition

1 Financials 21.78%
2 Technology 16.83%
3 Consumer Discretionary 9.79%
4 Communication Services 8.07%
5 Healthcare 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$199M 5.91%
1,451,177
-301,956
2
$141M 4.19%
520,139
-94,013
3
$129M 3.82%
2,392,685
-9,940
4
$126M 3.73%
300
-2
5
$126M 3.73%
729,780
-147,400
6
$120M 3.56%
1,059,181
-18,063
7
$112M 3.33%
916,460
-260,280
8
$106M 3.16%
291,262
-37,332
9
$90.9M 2.7%
334,688
-12,669
10
$88.6M 2.64%
318,878
-16,684
11
$83.8M 2.49%
381,025
-61,988
12
$71M 2.11%
204,071
-31,962
13
$69.3M 2.06%
296,446
-62,285
14
$58.8M 1.75%
67,170
-19,208
15
$54.6M 1.62%
344,334
-11,479
16
$50.3M 1.49%
925,259
+10,305
17
$49.6M 1.47%
170,051
-13,240
18
$49M 1.46%
122,468
-34,150
19
$46M 1.37%
366,960
-7,580
20
$45.9M 1.37%
295,172
-23,540
21
$45.2M 1.35%
77,247
-6,737
22
$43.7M 1.3%
688,842
-10,519
23
$43.7M 1.3%
136,927
-16,854
24
$43M 1.28%
221,538
-98,044
25
$42.8M 1.27%
337,330
-22,368
1
2 3 4 5