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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$641K 0.03%
13,790
+7,177
227
$631K 0.03%
+4,990
228
$630K 0.03%
31,434
-316
229
$627K 0.03%
+12,050
230
$625K 0.03%
5,520
+3,198
231
$607K 0.03%
3,034
+1,759
232
$591K 0.03%
3,833
233
$586K 0.03%
+21,920
234
$584K 0.03%
+13,107
235
$573K 0.03%
7,670
-300
236
$572K 0.03%
7,100
237
$569K 0.03%
+5,267
238
$567K 0.03%
4,050
+2,750
239
$553K 0.03%
4,614
-13
240
$552K 0.03%
7,490
241
$546K 0.03%
15,500
242
$542K 0.03%
2,172
+56
243
$535K 0.03%
+3,304
244
$519K 0.02%
15,491
+7,150
245
$517K 0.02%
13,283
-500
246
$509K 0.02%
+12,710
247
$502K 0.02%
+21,430
248
$498K 0.02%
+4,586
249
$496K 0.02%
+4,650
250
$489K 0.02%
+5,467
8 9
10
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