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
$2.59B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$38.6M
2
+$31.1M
3
+$5.71M
4
ISRG icon
Intuitive Surgical
ISRG
+$4.55M
5
NOW icon
ServiceNow
NOW
+$3.31M

Top Sells

1
+$7.88M
2
+$6.36M
3
+$5.43M
4
ADSK icon
Autodesk
ADSK
+$5.21M
5
TMX
Terminix Global Holdings, Inc.
TMX
+$4.4M

Sector Composition

1 Financials 20.82%
2 Technology 15.85%
3 Consumer Discretionary 8.61%
4 Healthcare 8.26%
5 Communication Services 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$161M 6.2%
1,163,821
-46,012
2
$124M 4.76%
304
-3
3
$110M 4.24%
2,505,030
-123,930
4
$108M 4.15%
462,606
-12,190
5
$88.8M 3.42%
1,018,410
-41,574
6
$81.7M 3.15%
2,237,637
+853,455
7
$75.9M 2.92%
671,341
-18,276
8
$75.8M 2.92%
792,136
-29,564
9
$73.1M 2.82%
273,731
-9,845
10
$72.3M 2.79%
254,372
-11,238
11
$70.5M 2.72%
1,937,829
+1,062,207
12
$61.5M 2.37%
315,500
-20,380
13
$53.6M 2.07%
106,220
-4,751
14
$47.6M 1.84%
268,217
-1,682
15
$44.4M 1.71%
210,944
-7,457
16
$42M 1.62%
308,782
-22,064
17
$38.1M 1.47%
306,406
-7,876
18
$35.2M 1.36%
127,532
+881
19
$34.5M 1.33%
421,820
-1,114
20
$33.9M 1.31%
764,577
-78,535
21
$33.4M 1.29%
347,862
-3,558
22
$32.7M 1.26%
312,842
+11,190
23
$31.5M 1.21%
167,596
-12,690
24
$31.4M 1.21%
270,473
-16,360
25
$29.7M 1.15%
54,036
-608
1
2 3 4 5