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
$525M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.19M
3 +$1.18M
4
CELG
Celgene Corp
CELG
+$843K
5
LVS icon
Las Vegas Sands
LVS
+$808K

Top Sells

1 +$1.33M
2 +$346K
3 +$256K
4
C icon
Citigroup
C
+$219K
5
CTSH icon
Cognizant
CTSH
+$196K

Sector Composition

1 Financials 22.81%
2 Technology 9.11%
3 Healthcare 9.05%
4 Industrials 8.83%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$6.03M 1.15%
71,480
+3,707
27
$6.02M 1.15%
5,007
+560
28
$6.02M 1.15%
51,048
+3,898
29
$4.83M 0.92%
46,165
+2,050
30
$4.67M 0.89%
37,101
+3,966
31
$4.49M 0.86%
106,950
+7,626
32
$4.41M 0.84%
40,547
+608
33
$4.21M 0.8%
28,801
+1,960
34
$3.94M 0.75%
57,842
+2,145
35
$3.86M 0.74%
73,320
+8,100
36
$3.77M 0.72%
34,467
+1,535
37
$3.54M 0.67%
61,433
+3,301
38
$3.43M 0.65%
162,887
+6,142
39
$3.31M 0.63%
32,903
+5,721
40
$2.98M 0.57%
37,899
+5,868
41
$2.94M 0.56%
37,160
+3,310
42
$2.81M 0.54%
19,270
+14,230
43
$2.65M 0.5%
49,645
+1,600
44
$2.65M 0.5%
36,425
+1,724
45
$2.62M 0.5%
45,287
-920
46
$2.49M 0.47%
58,697
-8,162
47
$2.4M 0.46%
28,995
+3,695
48
$2.3M 0.44%
19,177
+1,929
49
$2.29M 0.44%
27,154
+2,060
50
$2.26M 0.43%
90,255
+3,219