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
326
$216K 0.01%
3,523
-120
327
$208K 0.01%
+4,250
328
$207K 0.01%
10,080
329
$206K 0.01%
8,000
330
$205K 0.01%
+6,455
331
$203K 0.01%
+9,846
332
$201K 0.01%
9,201
-5,280
333
$191K 0.01%
12,288
334
$169K 0.01%
30,012
+13,641
335
$166K 0.01%
+12,560
336
– –
-2,037
337
– –
-4,000
338
– –
-1,550
339
– –
-2,020
340
– –
-4,212
341
– –
-6,083
342
– –
-12,000
343
– –
-3,126
344
– –
-10,634
345
– –
-10,250
346
– –
-24,017
347
– –
-5,470
348
– –
-15,000
349
– –
-6,500
350
– –
-4,373
11 12 13
14
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