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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.5M 0.48%
67,884
-7,771
52
$3.2M 0.44%
55,908
-104
53
$3.02M 0.42%
46,377
-2,235
54
$3.02M 0.42%
200,000
55
$3.01M 0.42%
38,594
-1,892
56
$2.97M 0.41%
63,524
+2,772
57
$2.93M 0.4%
41,508
-1,254
58
$2.89M 0.4%
35,152
-4,615
59
$2.59M 0.36%
46,868
-2,569
60
$2.53M 0.35%
51,838
-1,948
61
$2.5M 0.35%
41,256
-23,627
62
$2.41M 0.33%
20,163
63
$2.36M 0.33%
15,355
+4,600
64
$2.34M 0.32%
13,257
-270
65
$2.14M 0.3%
+9,325
66
$2.1M 0.29%
17,543
67
$1.98M 0.27%
82,197
-17,436
68
$1.95M 0.27%
32,835
-144
69
$1.88M 0.26%
55,599
+109
70
$1.84M 0.25%
56,698
+5,298
71
$1.84M 0.25%
17,150
+500
72
$1.75M 0.24%
17,992
73
$1.75M 0.24%
31,375
-1,584
74
$1.69M 0.23%
38,002
+4,725
75
$1.35M 0.19%
26,214
1 2
3
4 5