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
$7.15B
AUM Growth
+$580M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
412
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$22.4M
3
+$22.2M
4
CDNS icon
Cadence Design Systems
CDNS
+$19.7M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.8M

Top Sells

1
+$13.9M
2
+$11.5M
3
+$7.95M
4
AAPL icon
Apple
AAPL
+$7.66M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.04M

Sector Composition

1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$416M 5.81%
966,121
-553
2
$411M 5.75%
1,765,460
-32,880
3
$302M 4.22%
1,619,754
+6,730
4
$279M 3.9%
404
-6
5
$276M 3.86%
1,667,025
-42,439
6
$262M 3.66%
4,196,615
+172,226
7
$204M 2.85%
412,163
-1,651
8
$200M 2.79%
1,643,246
-114,080
9
$188M 2.63%
408,832
+6,837
10
$179M 2.5%
306,414
-1,319
11
$172M 2.4%
697,655
-7,114
12
$161M 2.25%
1,378,642
+82,034
13
$161M 2.25%
3,045,885
+92,842
14
$139M 1.95%
2,912,910
-34,209
15
$138M 1.93%
694,620
+79,348
16
$124M 1.73%
722,736
+37,544
17
$122M 1.7%
442,513
-2,102
18
$116M 1.63%
552,321
-6,299
19
$108M 1.51%
424,364
-7,116
20
$106M 1.49%
206,070
-1,251
21
$102M 1.42%
375,442
+202
22
$100M 1.4%
174,823
+681
23
$87.6M 1.23%
151,924
+24,474
24
$86.7M 1.21%
91,289
-959
25
$86.5M 1.21%
230,413
-17,124
1
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