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
$2.72B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$5.41M
3
+$3.48M
4
SIVB
SVB Financial Group
SIVB
+$3.36M
5
NOW icon
ServiceNow
NOW
+$3.15M

Top Sells

1
+$8.66M
2
+$7.97M
3
+$6.1M
4
META icon
Meta Platforms (Facebook)
META
+$5.62M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$5.49M

Sector Composition

1 Financials 21.74%
2 Technology 14.63%
3 Healthcare 8.92%
4 Consumer Discretionary 7.89%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 5.24%
1,097,145
-66,676
2
$135M 4.94%
287
-17
3
$122M 4.5%
2,530,185
+25,155
4
$111M 4.07%
461,982
-624
5
$97M 3.56%
1,025,111
+6,701
6
$92.6M 3.4%
2,376,356
+138,719
7
$90.1M 3.31%
2,146,779
+208,950
8
$87.6M 3.22%
251,804
-2,568
9
$81.2M 2.98%
262,720
-11,011
10
$71.8M 2.64%
813,273
+21,137
11
$63.6M 2.33%
306,924
-8,576
12
$57.1M 2.1%
679,772
+8,431
13
$56.1M 2.06%
105,774
-446
14
$51.9M 1.9%
249,574
-18,643
15
$45.7M 1.68%
301,334
-7,448
16
$44.2M 1.62%
206,424
-4,520
17
$42.7M 1.57%
318,253
+5,411
18
$41.7M 1.53%
293,794
-12,612
19
$39.8M 1.46%
126,153
-1,379
20
$36.2M 1.33%
51,136
-2,900
21
$35.4M 1.3%
273,199
+2,726
22
$32.8M 1.21%
655,155
-109,422
23
$32.4M 1.19%
84,346
+1,504
24
$31M 1.14%
56,281
+53
25
$30.7M 1.13%
345,593
-2,269
1
2 3 4 5