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
301
$330K 0.02%
+4,580
302
$328K 0.02%
3,245
-100
303
$325K 0.02%
+15,200
304
$322K 0.02%
15,546
+300
305
$322K 0.02%
3,000
-1,000
306
$315K 0.01%
3,535
307
$298K 0.01%
+1,056
308
$295K 0.01%
+5,921
309
$292K 0.01%
+3,406
310
$278K 0.01%
+2,843
311
$277K 0.01%
2,800
312
$275K 0.01%
14,286
-1,412
313
$274K 0.01%
+2,654
314
$272K 0.01%
+2,040
315
$262K 0.01%
6,212
316
$254K 0.01%
+2,296
317
$253K 0.01%
3,885
318
$252K 0.01%
300
319
$250K 0.01%
+1,608
320
$247K 0.01%
1,470
321
$246K 0.01%
3,367
-108
322
$237K 0.01%
+24,000
323
$236K 0.01%
+2,178
324
$219K 0.01%
3,322
325
$216K 0.01%
2,363
11 12
13
14 15