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
$403M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.1M
3
+$959K
4
CL icon
Colgate-Palmolive
CL
+$466K
5
QCOM icon
Qualcomm
QCOM
+$408K

Top Sells

1
+$3.41M
2
+$1.74M
3
+$1.42M
4
EMC
EMC CORPORATION
EMC
+$423K
5
MA icon
Mastercard
MA
+$357K

Sector Composition

1 Financials 23.92%
2 Technology 9.29%
3 Industrials 8.98%
4 Healthcare 7.12%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.05%
65,374
+1,925
27
$4.21M 1.04%
15,555
+250
28
$3.85M 0.96%
26,745
+700
29
$3.58M 0.89%
40,555
+1,892
30
$3.4M 0.84%
29,660
+456
31
$3.19M 0.79%
24,006
+950
32
$3.13M 0.78%
65,580
-3,240
33
$3M 0.74%
44,280
+1,825
34
$2.92M 0.72%
31,352
+1,315
35
$2.76M 0.69%
80,450
+2,975
36
$2.7M 0.67%
71,359
-5,884
37
$2.42M 0.6%
27,945
+1,423
38
$2.42M 0.6%
37,747
+5,209
39
$2.4M 0.6%
102,465
+6,237
40
$2.37M 0.59%
34,875
+1,414
41
$2.34M 0.58%
31,756
-934
42
$2.23M 0.55%
46,888
-903
43
$2.08M 0.52%
27,470
+808
44
$2.05M 0.51%
53,554
-1,165
45
$2.04M 0.51%
39,550
+4,075
46
$1.96M 0.49%
76,759
-16,550
47
$1.82M 0.45%
25,354
+733
48
$1.8M 0.45%
21,187
-900
49
$1.79M 0.44%
72,600
+4,863
50
$1.79M 0.44%
19,580
+35
1
2
3 4 5