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
$579M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.39M
3
+$1.59M
4
UNP icon
Union Pacific
UNP
+$1.23M
5
MRK icon
Merck
MRK
+$1.21M

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1,000K
4
MO icon
Altria Group
MO
+$781K
5
ROP icon
Roper Technologies
ROP
+$615K

Sector Composition

1 Financials 20.11%
2 Healthcare 10.78%
3 Industrials 8.03%
4 Technology 7.51%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.1M 0.54%
39,205
+692
52
$2.95M 0.51%
52,799
-1,200
53
$2.95M 0.51%
47,647
+1,625
54
$2.93M 0.51%
45,420
-454
55
$2.83M 0.49%
55,229
+1,338
56
$2.8M 0.48%
115,161
-930
57
$2.8M 0.48%
24,534
+3,283
58
$2.69M 0.47%
47,027
+5,705
59
$2.49M 0.43%
44,690
-25,483
60
$2.26M 0.39%
53,768
+360
61
$2.25M 0.39%
24,845
+4,785
62
$2.08M 0.36%
40,339
+15,927
63
$1.99M 0.34%
27,285
-6,625
64
$1.99M 0.34%
25,720
-950
65
$1.97M 0.34%
17,790
66
$1.92M 0.33%
17,800
67
$1.86M 0.32%
16,443
+27
68
$1.78M 0.31%
39,377
-2,400
69
$1.77M 0.31%
32,600
70
$1.61M 0.28%
56,274
+3,575
71
$1.6M 0.28%
12,334
+420
72
$1.53M 0.26%
20,857
+2,224
73
$1.47M 0.25%
45,105
-194
74
$1.25M 0.22%
31,777
-1,225
75
$1.22M 0.21%
17,351
-300
1 2
3
4 5