BIM

Bridges Investment Management Portfolio holdings

AUM $7.4B
1-Year Return 17.82%
This Quarter Return
+5%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$564M
AUM Growth
+$30.9M
Cap. Flow
+$7.99M
Cap. Flow %
1.42%
Top 10 Hldgs %
46.48%
Holding
144
New
8
Increased
85
Reduced
24
Closed
9

Top Buys

1
KMI icon
Kinder Morgan
KMI
$1.2M
2
AXP icon
American Express
AXP
$1.09M
3
FDX icon
FedEx
FDX
$1.08M
4
BIIB icon
Biogen
BIIB
$895K
5
ECL icon
Ecolab
ECL
$792K

Top Sells

1
IWD icon
iShares Russell 1000 Value ETF
IWD
$3M
2
LVS icon
Las Vegas Sands
LVS
$1.29M
3
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.28M
4
CTSH icon
Cognizant
CTSH
$1.06M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
$1.02M

Sector Composition

1 Financials 24.93%
2 Healthcare 10.06%
3 Technology 9%
4 Industrials 8.76%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PM icon
26
Philip Morris
PM
$250B
$6.11M 1.08%
75,033
+1,533
+2% +$125K
EEM icon
27
iShares MSCI Emerging Markets ETF
EEM
$18.9B
$6.05M 1.07%
153,887
-1,079
-0.7% -$42.4K
JNJ icon
28
Johnson & Johnson
JNJ
$429B
$5.55M 0.98%
53,105
+5,040
+10% +$527K
MO icon
29
Altria Group
MO
$112B
$5.45M 0.96%
110,505
+1,785
+2% +$88K
SLB icon
30
Schlumberger
SLB
$53.6B
$5.22M 0.93%
61,150
+5,085
+9% +$434K
GE icon
31
GE Aerospace
GE
$298B
$5.14M 0.91%
42,400
+1,643
+4% +$199K
V icon
32
Visa
V
$682B
$4.92M 0.87%
75,020
+900
+1% +$59K
JPM icon
33
JPMorgan Chase
JPM
$833B
$4.39M 0.78%
70,159
+3,214
+5% +$201K
XOM icon
34
Exxon Mobil
XOM
$481B
$4.28M 0.76%
46,258
+4,961
+12% +$459K
ROP icon
35
Roper Technologies
ROP
$56.6B
$4.19M 0.74%
26,776
+75
+0.3% +$11.7K
PG icon
36
Procter & Gamble
PG
$373B
$3.96M 0.7%
43,420
+3,155
+8% +$287K
TGT icon
37
Target
TGT
$42.2B
$3.53M 0.63%
46,476
+4,044
+10% +$307K
EBAY icon
38
eBay
EBAY
$42.1B
$3.51M 0.62%
148,726
-13,840
-9% -$327K
PRGO icon
39
Perrigo
PRGO
$3.21B
$3.23M 0.57%
19,305
+35
+0.2% +$5.85K
CAT icon
40
Caterpillar
CAT
$195B
$3.21M 0.57%
35,112
+250
+0.7% +$22.9K
RTX icon
41
RTX Corp
RTX
$213B
$3.21M 0.57%
44,366
+6,178
+16% +$447K
WMT icon
42
Walmart
WMT
$807B
$2.89M 0.51%
100,995
+3,744
+4% +$107K
CMCSK
43
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$2.89M 0.51%
50,145
+500
+1% +$28.8K
GILD icon
44
Gilead Sciences
GILD
$140B
$2.88M 0.51%
30,565
+1,570
+5% +$148K
APC
45
DELISTED
Anadarko Petroleum
APC
$2.87M 0.51%
34,791
+324
+0.9% +$26.7K
TROW icon
46
T Rowe Price
TROW
$24.5B
$2.83M 0.5%
32,942
+1,481
+5% +$127K
USB icon
47
US Bancorp
USB
$76.1B
$2.8M 0.5%
62,365
+16,451
+36% +$739K
MMM icon
48
3M
MMM
$81.4B
$2.75M 0.49%
20,026
+700
+4% +$96.2K
VZ icon
49
Verizon
VZ
$186B
$2.64M 0.47%
56,335
+1,699
+3% +$79.5K
ECL icon
50
Ecolab
ECL
$77.9B
$2.59M 0.46%
24,800
+7,575
+44% +$792K
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