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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1
+$2.13M
2
+$1.7M
3
+$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.47%
61,805
-560
52
$2.69M 0.47%
19,470
-556
53
$2.65M 0.46%
23,280
+30
54
$2.48M 0.43%
52,450
55
$2.35M 0.41%
126,300
+6,100
56
$2.3M 0.4%
50,752
+160
57
$2.25M 0.39%
27,670
-150
58
$2.12M 0.37%
48,928
+1,500
59
$2.03M 0.35%
50,017
-2,950
60
$1.98M 0.35%
48,699
+2,021
61
$1.9M 0.33%
32,452
+866
62
$1.88M 0.33%
11,770
+453
63
$1.69M 0.3%
18,066
64
$1.53M 0.27%
10,219
+65
65
$1.49M 0.26%
27,238
-262
66
$1.42M 0.25%
30,661
-134
67
$1.38M 0.24%
24,411
-315
68
$1.3M 0.23%
18,800
69
$1.29M 0.23%
32,500
70
$1.26M 0.22%
+20,250
71
$1.25M 0.22%
11,065
72
$1.23M 0.22%
18,166
-116
73
$1.23M 0.21%
16,209
74
$1.21M 0.21%
28,858
+397
75
$1.14M 0.2%
34,515
-487
1 2
3
4 5