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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$518K
3
+$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1
+$367K
2
+$315K
3
+$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.79M 1.04%
35,846
+462
27
$7.42M 1%
89,869
+481
28
$7.41M 0.99%
99,453
+40
29
$6.95M 0.93%
45,289
+725
30
$6.73M 0.9%
39,098
-85
31
$6.38M 0.86%
163,877
-585
32
$6.09M 0.82%
40,361
+225
33
$6.06M 0.81%
39,576
+525
34
$5.54M 0.74%
41,713
-327
35
$5.35M 0.72%
68,718
+797
36
$5.24M 0.7%
41,155
+205
37
$5.15M 0.69%
22,256
-110
38
$5.14M 0.69%
95,735
-75
39
$4.44M 0.6%
64,462
+666
40
$4.36M 0.58%
78,958
-1,482
41
$4.33M 0.58%
24,843
+59
42
$4.31M 0.58%
53,402
+2,325
43
$4.15M 0.56%
58,575
-575
44
$4.01M 0.54%
65,550
-200
45
$3.88M 0.52%
29,970
+1,465
46
$3.64M 0.49%
62,433
-100
47
$3.54M 0.47%
68,109
+225
48
$3.48M 0.47%
200,000
49
$3.42M 0.46%
47,175
+798
50
$3.38M 0.45%
38,716
-869
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2
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