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
$579M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.39M
3
+$1.59M
4
UNP icon
Union Pacific
UNP
+$1.23M
5
MRK icon
Merck
MRK
+$1.21M

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1,000K
4
MO icon
Altria Group
MO
+$781K
5
ROP icon
Roper Technologies
ROP
+$615K

Sector Composition

1 Financials 20.11%
2 Healthcare 10.78%
3 Industrials 8.03%
4 Technology 7.51%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.51M 0.95%
74,330
+220
27
$5.48M 0.95%
86,278
+1,124
28
$5.36M 0.93%
86,173
+2,877
29
$5.25M 0.91%
56,034
+2,500
30
$4.9M 0.85%
91,429
-6,130
31
$4.9M 0.85%
150,226
+2,400
32
$4.87M 0.84%
41,055
-310
33
$4.75M 0.82%
31,269
+5,335
34
$4.62M 0.8%
30,654
+2,200
35
$4.62M 0.8%
38,370
+160
36
$4.4M 0.76%
73,660
-5,150
37
$4.38M 0.76%
28,825
+7,048
38
$4.35M 0.75%
52,185
+450
39
$3.87M 0.67%
45,742
-2,127
40
$3.8M 0.66%
22,305
-3,604
41
$3.8M 0.66%
15,713
+265
42
$3.67M 0.63%
40,855
+17,695
43
$3.52M 0.61%
61,583
+850
44
$3.43M 0.59%
26,859
+1,340
45
$3.4M 0.59%
23,226
+607
46
$3.38M 0.59%
61,584
+22,052
47
$3.35M 0.58%
47,943
+1,900
48
$3.35M 0.58%
73,925
+14,475
49
$3.21M 0.55%
87,885
+1,000
50
$3.11M 0.54%
77,154
+6,386
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2
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