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
251
$483K 0.02%
7,212
252
$469K 0.02%
5,440
+3,190
253
$459K 0.02%
+9,750
254
$453K 0.02%
+8,560
255
$448K 0.02%
4,696
-75
256
$445K 0.02%
+10,219
257
$444K 0.02%
+6,560
258
$443K 0.02%
3,313
+901
259
$440K 0.02%
+7,377
260
$438K 0.02%
2,791
261
$426K 0.02%
11,320
-800
262
$425K 0.02%
+7,878
263
$421K 0.02%
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264
$417K 0.02%
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265
$415K 0.02%
5,600
-50
266
$408K 0.02%
+4,853
267
$408K 0.02%
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268
$403K 0.02%
+5,378
269
$388K 0.02%
+80,421
270
$379K 0.02%
+2,836
271
$376K 0.02%
+2,650
272
$376K 0.02%
1,534
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273
$374K 0.02%
1,850
274
$373K 0.02%
+7,285
275
$370K 0.02%
+5,572