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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.2M 1.14%
140,928
+24,206
27
$21.4M 1.01%
231,656
+118,711
28
$21M 0.99%
405,200
+40,300
29
$20.3M 0.95%
183,574
+11
30
$20M 0.94%
89,212
+43,162
31
$19.9M 0.94%
432,585
+79,672
32
$18.2M 0.85%
476,985
+96,980
33
$16M 0.75%
63,775
+28,188
34
$15.8M 0.74%
464,549
+76,586
35
$15.5M 0.73%
184,500
+13,544
36
$15.3M 0.72%
116,419
+30,577
37
$13.1M 0.62%
100,029
+25,596
38
$13.1M 0.62%
191,059
+38,847
39
$13M 0.61%
48,713
+4,071
40
$12.8M 0.6%
71,893
-435
41
$12.1M 0.57%
131,579
+5,095
42
$11.7M 0.55%
109,204
+58,827
43
$11.2M 0.53%
146,812
+90,778
44
$10.6M 0.5%
35,251
+9,654
45
$10.5M 0.49%
145,556
+3,460
46
$10.5M 0.49%
61,542
+43,868
47
$10.3M 0.49%
53,170
+4,252
48
$9.96M 0.47%
149,243
+6,559
49
$9.73M 0.46%
196,974
+6,747
50
$9.64M 0.45%
47,315
+15,116
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