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
$3.2B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$6.36M
3
+$2.93M
4
ICE icon
Intercontinental Exchange
ICE
+$2.86M
5
LOW icon
Lowe's Companies
LOW
+$2.55M

Top Sells

1
+$14.9M
2
+$14.1M
3
+$11.4M
4
AAPL icon
Apple
AAPL
+$9.74M
5
CABO icon
Cable One
CABO
+$6.7M

Sector Composition

1 Financials 20.74%
2 Technology 18.69%
3 Consumer Discretionary 8.82%
4 Healthcare 8.39%
5 Industrials 7.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$197M 6.16%
311
-18
2
$173M 5.39%
410,247
-7,329
3
$155M 4.83%
901,530
-56,792
4
$152M 4.76%
2,508,913
+48,303
5
$124M 3.87%
687,202
-10,258
6
$111M 3.46%
733,647
-29,367
7
$107M 3.35%
2,138,469
-1,301
8
$101M 3.16%
210,415
-8,935
9
$99.6M 3.11%
236,741
-1,772
10
$97.1M 3.03%
1,074,800
-46,660
11
$90.4M 2.82%
818,115
-46,288
12
$87M 2.72%
2,083,399
-11,676
13
$60.5M 1.89%
246,105
-13,598
14
$58M 1.81%
171,949
-2,138
15
$57.7M 1.8%
206,854
-8,062
16
$57.2M 1.79%
260,684
-9,844
17
$52.8M 1.65%
106,830
-1,679
18
$50.9M 1.59%
358,068
-96
19
$48.2M 1.51%
240,837
-2,891
20
$43.5M 1.36%
89,561
-2,156
21
$42.9M 1.34%
239,722
+4,808
22
$42.8M 1.34%
280,913
-19,955
23
$41.1M 1.28%
198,846
-9,504
24
$38.2M 1.19%
650,627
-4,202
25
$37.4M 1.17%
71,144
-976
1
2 3 4 5