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
$403M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.1M
3
+$959K
4
CL icon
Colgate-Palmolive
CL
+$466K
5
QCOM icon
Qualcomm
QCOM
+$408K

Top Sells

1
+$3.41M
2
+$1.74M
3
+$1.42M
4
EMC
EMC CORPORATION
EMC
+$423K
5
MA icon
Mastercard
MA
+$357K

Sector Composition

1 Financials 23.92%
2 Technology 9.29%
3 Industrials 8.98%
4 Healthcare 7.12%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.42%
35,900
+356
52
$1.65M 0.41%
40,246
-6,484
53
$1.62M 0.4%
16,261
+150
54
$1.59M 0.39%
18,493
+547
55
$1.55M 0.39%
40,350
+400
56
$1.55M 0.38%
23,996
+1,362
57
$1.55M 0.38%
11,170
+200
58
$1.44M 0.36%
25,310
+1,910
59
$1.43M 0.35%
14,450
+1,650
60
$1.37M 0.34%
39,400
+420
61
$1.27M 0.32%
12,000
+800
62
$1.24M 0.31%
7,008
+690
63
$1.24M 0.31%
13,659
+1,000
64
$1.24M 0.31%
79,000
+3,000
65
$1.19M 0.3%
26,660
-273
66
$1.16M 0.29%
90,000
-135,000
67
$1.13M 0.28%
+26,020
68
$1.11M 0.27%
33,290
-42,613
69
$1.09M 0.27%
14,339
+790
70
$1.08M 0.27%
15,575
+300
71
$965K 0.24%
14,722
+50
72
$936K 0.23%
15,784
+7,866
73
$921K 0.23%
3,825
+200
74
$878K 0.22%
15,797
+2,095
75
$869K 0.22%
26,175
-618
1 2
3
4 5