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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.47M
3
+$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1
+$3.52M
2
+$1.77M
3
+$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$21M 1.04%
220,737
+24,744
27
$20.5M 1.01%
183,563
-2,299
28
$18.6M 0.92%
352,913
+16,893
29
$15.6M 0.77%
380,005
+29,625
30
$15M 0.74%
170,956
+3,190
31
$14.1M 0.7%
85,842
+10,318
32
$13.7M 0.68%
387,963
+10,279
33
$13.2M 0.65%
44,642
+1,359
34
$13.2M 0.65%
152,212
+8,058
35
$13M 0.64%
112,945
+15,909
36
$12.1M 0.6%
72,328
-1,190
37
$12M 0.59%
126,484
+3,374
38
$11.7M 0.58%
137,273
-4,252
39
$11.6M 0.58%
142,684
+1,067
40
$11.5M 0.57%
190,227
-2,050
41
$11.3M 0.56%
74,433
+8,415
42
$11.2M 0.56%
46,050
+6,560
43
$10.5M 0.52%
39,384
+13,055
44
$10.4M 0.52%
142,096
-491
45
$10.4M 0.51%
35,587
+7,222
46
$10.1M 0.5%
48,918
+405
47
$10.1M 0.5%
131,124
+15,762
48
$10.1M 0.5%
775,030
-1,540
49
$9.95M 0.49%
62,399
-8,336
50
$9.72M 0.48%
142,316
+5,440
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