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
$2.75B
AUM Growth
-$487M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$15.8M
3
+$4.62M
4
AMZN icon
Amazon
AMZN
+$4.31M
5
NOW icon
ServiceNow
NOW
+$3.93M

Top Sells

1
+$11.7M
2
+$6.24M
3
+$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.12M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.7M

Sector Composition

1 Financials 21.42%
2 Technology 16.37%
3 Healthcare 8.54%
4 Consumer Discretionary 8.06%
5 Communication Services 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$165M 6.02%
1,209,833
-249
2
$126M 4.57%
307
+1
3
$122M 4.44%
474,796
+13,391
4
$119M 4.33%
2,628,960
+102,070
5
$98M 3.56%
1,059,984
+24,259
6
$89.5M 3.26%
821,700
+17,300
7
$83.8M 3.05%
265,610
+1,518
8
$77.4M 2.82%
283,576
-1,949
9
$73.2M 2.66%
689,617
+40,537
10
$71.6M 2.61%
335,880
-4,743
11
$57.7M 2.1%
1,384,182
+380,277
12
$57M 2.07%
110,971
+2,778
13
$53.1M 1.93%
269,899
+3,661
14
$48M 1.74%
330,846
-11,705
15
$47.8M 1.74%
218,401
-13,999
16
$42.1M 1.53%
843,112
+16,448
17
$40.3M 1.47%
314,282
+2,984
18
$38.4M 1.4%
351,420
-780
19
$35.7M 1.3%
875,622
+434,337
20
$34.8M 1.27%
422,934
-8,004
21
$34.7M 1.26%
126,651
+1,492
22
$34M 1.24%
301,652
+7,789
23
$33.4M 1.21%
286,833
+4,667
24
$33.3M 1.21%
54,644
+3
25
$32.7M 1.19%
60,228
-159
1
2 3 4 5