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
276
$366K 0.02%
+12,990
277
$365K 0.02%
+34,930
278
$365K 0.02%
3,286
279
$361K 0.02%
+17,617
280
$359K 0.02%
4,159
281
$354K 0.02%
+4,755
282
$354K 0.02%
+2,957
283
$354K 0.02%
2,210
-25
284
$346K 0.02%
15,000
-2,000
285
$345K 0.02%
+1,751
286
$344K 0.02%
20,910
-255
287
$344K 0.02%
2,058
-4,168
288
$343K 0.02%
+6,454
289
$343K 0.02%
+33,240
290
$342K 0.02%
+102,360
291
$341K 0.02%
+5,787
292
$339K 0.02%
+8,790
293
$339K 0.02%
+12,593
294
$338K 0.02%
+12,088
295
$336K 0.02%
+5,359
296
$336K 0.02%
5,107
-253
297
$335K 0.02%
16,300
-6,341
298
$334K 0.02%
+5,946
299
$333K 0.02%
+5,067
300
$330K 0.02%
+4,580