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
$3.24B
AUM Growth
-$182M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.36M
3
+$4.01M
4
TPL icon
Texas Pacific Land
TPL
+$3.84M
5
SIVB
SVB Financial Group
SIVB
+$3.46M

Top Sells

1
+$12.8M
2
+$7.69M
3
+$6.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$4.86M
5
AAPL icon
Apple
AAPL
+$4.23M

Sector Composition

1 Financials 22.22%
2 Technology 17.35%
3 Consumer Discretionary 8.54%
4 Healthcare 7.6%
5 Communication Services 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$211M 6.53%
1,210,082
-24,210
2
$162M 5%
306
-13
3
$142M 4.4%
461,405
+1,391
4
$136M 4.19%
2,526,890
+56,300
5
$112M 3.46%
804,400
+7,620
6
$112M 3.45%
1,035,725
+11,134
7
$106M 3.27%
649,080
+5,140
8
$101M 3.11%
285,525
-5,090
9
$94.4M 2.92%
264,092
-2,663
10
$93.1M 2.88%
340,623
-7,097
11
$64.5M 1.99%
232,400
-45,985
12
$59M 1.82%
266,238
-3,505
13
$56.9M 1.76%
342,551
+125
14
$55.2M 1.71%
108,193
+534
15
$49.2M 1.52%
352,200
+320
16
$47.6M 1.47%
826,664
+49,316
17
$46.5M 1.44%
311,298
-5,262
18
$46.3M 1.43%
1,003,905
-3,072
19
$44.7M 1.38%
430,938
+2,664
20
$42.6M 1.32%
1,560,810
-2,320
21
$42M 1.3%
188,895
+3,255
22
$41.8M 1.29%
54,641
-153
23
$40.1M 1.24%
293,863
-421
24
$39.6M 1.22%
70,702
+6,193
25
$37.5M 1.16%
125,159
-377
1
2 3 4 5