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
$6.57B
AUM Growth
+$3.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$249M
2
+$189M
3
+$179M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$178M
5
UNP icon
Union Pacific
UNP
+$104M

Top Sells

1
+$7.96M
2
+$3.2M
3
+$2.21M
4
EL icon
Estee Lauder
EL
+$1.21M
5
CABO icon
Cable One
CABO
+$822K

Sector Composition

1 Technology 23.08%
2 Financials 18.89%
3 Consumer Discretionary 10.01%
4 Healthcare 9.51%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$432M 6.57%
966,674
+556,427
2
$379M 5.76%
1,798,340
+896,810
3
$312M 4.74%
1,613,024
+925,822
4
$311M 4.74%
1,709,464
+975,817
5
$251M 3.82%
410
+99
6
$236M 3.58%
4,024,389
+1,515,476
7
$217M 3.3%
1,757,326
+682,526
8
$183M 2.78%
413,814
+203,399
9
$164M 2.49%
401,995
+165,254
10
$159M 2.43%
704,769
+458,664
11
$157M 2.38%
307,733
+200,903
12
$146M 2.22%
2,953,043
+814,574
13
$138M 2.1%
1,296,608
+478,493
14
$129M 1.96%
2,947,119
+863,720
15
$117M 1.78%
444,615
+237,761
16
$116M 1.77%
685,192
+327,124
17
$113M 1.72%
558,620
+317,783
18
$109M 1.65%
615,272
+354,588
19
$92.5M 1.41%
207,321
+126,902
20
$90.2M 1.37%
247,537
+75,588
21
$89.6M 1.36%
431,480
+232,634
22
$87.8M 1.34%
174,142
+84,581
23
$82.7M 1.26%
375,240
+233,522
24
$80.4M 1.22%
438,366
+157,453
25
$80.4M 1.22%
144,718
+78,213
1
2 3 4 5