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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.5M 1.09%
81,166
-900
27
$32.4M 1.09%
46,918
-1,863
28
$31M 1.04%
137,557
-3,787
29
$30.9M 1.04%
233,586
-5,953
30
$29.3M 0.98%
56,062
-233
31
$28.9M 0.97%
100,798
-13,091
32
$26M 0.87%
46,179
-27
33
$25.7M 0.86%
313,000
-4,701
34
$22.2M 0.75%
91,052
-530
35
$21.4M 0.72%
321,344
+57,920
36
$21M 0.7%
222,642
-3,583
37
$20.1M 0.67%
175,585
-1,871
38
$19.5M 0.65%
272,211
+2,133
39
$19.4M 0.65%
171,616
-2,637
40
$19.1M 0.64%
243,456
-4,943
41
$19M 0.64%
35,051
+5,800
42
$18.2M 0.61%
98,112
-14,406
43
$17.4M 0.58%
37,018
+585
44
$16.3M 0.55%
24,861
+3,031
45
$15.3M 0.51%
132,350
+3,300
46
$15.1M 0.51%
56,692
-24,490
47
$15M 0.5%
77,444
+6,297
48
$14.9M 0.5%
50,007
-4,263
49
$14M 0.47%
88,920
-7,142
50
$13.9M 0.47%
93,398
+4,512
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