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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.43M 1.03%
84,612
+634
27
$7.1M 0.98%
99,413
-13,374
28
$6.91M 0.95%
35,384
+1,526
29
$6.54M 0.9%
44,564
+8,745
30
$6.43M 0.89%
39,183
-289
31
$6.18M 0.85%
164,462
-1,774
32
$5.7M 0.79%
40,136
+5,437
33
$5.31M 0.73%
40,950
-4,055
34
$5.27M 0.73%
42,040
-850
35
$5.06M 0.7%
39,051
-1,500
36
$5.04M 0.7%
67,921
-10,445
37
$4.62M 0.64%
22,366
+25
38
$4.61M 0.64%
80,440
-8,117
39
$4.2M 0.58%
63,796
+1,038
40
$4.19M 0.58%
51,077
-4,766
41
$4.12M 0.57%
95,810
+1,069
42
$4.07M 0.56%
28,505
-2,427
43
$4.02M 0.55%
59,150
+23,439
44
$3.96M 0.55%
24,784
-740
45
$3.96M 0.55%
87,175
+4,650
46
$3.79M 0.52%
65,750
+800
47
$3.65M 0.5%
62,533
-1,800
48
$3.64M 0.5%
55,173
-35,899
49
$3.62M 0.5%
13,235
-803
50
$3.56M 0.49%
39,585
-6,256
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