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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1
+$2.13M
2
+$1.7M
3
+$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.23M 1.09%
155,272
+1,385
27
$5.69M 1%
75,473
+440
28
$5.51M 0.97%
110,236
-269
29
$5.45M 0.95%
54,208
+1,103
30
$5.21M 0.91%
62,500
+1,350
31
$4.88M 0.85%
74,648
-372
32
$4.6M 0.81%
26,759
-17
33
$4.29M 0.75%
70,734
+575
34
$3.91M 0.68%
45,957
-301
35
$3.87M 0.68%
9,160
+1,680
36
$3.81M 0.67%
46,376
-100
37
$3.75M 0.66%
31,574
-10,826
38
$3.56M 0.62%
43,412
-8
39
$3.48M 0.61%
143,213
-5,513
40
$3.42M 0.6%
29,865
+5,065
41
$3.25M 0.57%
44,049
-317
42
$3.14M 0.55%
18,960
-345
43
$3.05M 0.53%
31,065
+500
44
$2.9M 0.51%
17,539
+4,345
45
$2.87M 0.5%
34,641
-150
46
$2.81M 0.49%
50,145
47
$2.79M 0.49%
101,655
+660
48
$2.78M 0.49%
35,590
+19,400
49
$2.74M 0.48%
33,835
+893
50
$2.73M 0.48%
56,120
-215
1
2
3 4 5