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
251
$201K 0.01%
2,037
-495
252
$189K 0.01%
10,634
-1,112
253
$93K ﹤0.01%
16,371
254
$60K ﹤0.01%
15,100
+200
255
– –
-2,260
256
– –
-9,280
257
– –
-1,465
258
– –
-10,840
259
– –
-4,080
260
– –
-2,425
261
– –
-2,938
262
– –
-40,250
7 8 9 10
11