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
$2.82B
AUM Growth
+$97.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$5.48M
3
+$5.23M
4
GNRC icon
Generac Holdings
GNRC
+$4.91M
5
AMZN icon
Amazon
AMZN
+$3.82M

Top Sells

1
+$21.9M
2
+$20.1M
3
+$11.9M
4
IQV icon
IQVIA
IQV
+$8.87M
5
NVDA icon
NVIDIA
NVDA
+$6.87M

Sector Composition

1 Financials 19.62%
2 Technology 17.31%
3 Healthcare 8.25%
4 Consumer Discretionary 7.33%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 6.37%
1,089,544
-7,601
2
$133M 4.7%
460,001
-1,981
3
$132M 4.69%
284
-3
4
$128M 4.55%
2,562,675
+32,490
5
$96.8M 3.43%
2,143,593
-3,186
6
$96.7M 3.43%
2,393,409
+17,053
7
$94.9M 3.37%
981,614
-43,497
8
$88.8M 3.15%
244,313
-7,491
9
$84.9M 3.01%
818,423
+5,150
10
$76.3M 2.71%
247,108
-15,612
11
$74M 2.63%
716,800
+37,028
12
$59.3M 2.1%
294,799
-12,125
13
$52.9M 1.88%
234,582
-14,992
14
$51.4M 1.82%
108,768
+2,994
15
$49.9M 1.77%
292,876
-918
16
$48.7M 1.73%
199,225
-7,199
17
$43.1M 1.53%
283,093
-18,241
18
$40.9M 1.45%
409,332
+9,160
19
$37.1M 1.32%
125,869
-284
20
$36.6M 1.3%
1,316,490
-247,420
21
$36.3M 1.29%
278,398
-39,855
22
$35.3M 1.25%
660,038
+4,883
23
$35.2M 1.25%
338,779
-6,814
24
$34.3M 1.22%
239,539
-33,660
25
$34.2M 1.21%
83,118
-1,228
1
2 3 4 5