BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.59M
2
+$3.4M
3
+$3.4M
4
CELG
Celgene Corp
CELG
+$3.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.32M

Top Sells

1
+$3.41M
2
+$1.77M
3
+$1.72M
4
KDP icon
Keurig Dr Pepper
KDP
+$1.32M
5
HON icon
Honeywell
HON
+$1.25M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$300K 0.01%
3,643
227
$293K 0.01%
+8,341
228
$286K 0.01%
3,885
229
$285K 0.01%
+1,275
230
$283K 0.01%
6,083
231
$269K 0.01%
4,000
-184
232
$264K 0.01%
6,212
-133
233
$260K 0.01%
1,470
234
$260K 0.01%
+2,322
235
$258K 0.01%
1,608
236
$256K 0.01%
3,322
237
$253K 0.01%
2,250
238
$249K 0.01%
4,373
239
$247K 0.01%
+1,550
240
$245K 0.01%
4,212
+44
241
$242K 0.01%
12,288
242
$239K 0.01%
10,080
243
$233K 0.01%
300
244
$231K 0.01%
8,000
245
$227K 0.01%
2,363
246
$217K 0.01%
1,300
-1,300
247
$207K 0.01%
+3,126
248
$205K 0.01%
5,470
+150
249
$202K 0.01%
+2,020
250
$202K 0.01%
12,000
7 8 9
10
11