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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$518K
3
+$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1
+$367K
2
+$315K
3
+$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.34M 0.45%
12,310
-925
52
$3.25M 0.44%
50,927
-4,246
53
$3.16M 0.42%
41,104
-404
54
$3.13M 0.42%
52,778
-3,130
55
$2.98M 0.4%
48,665
+7,409
56
$2.82M 0.38%
87,125
-50
57
$2.74M 0.37%
35,350
+198
58
$2.74M 0.37%
56,964
-6,560
59
$2.69M 0.36%
15,405
+50
60
$2.68M 0.36%
13,554
+297
61
$2.56M 0.34%
20,085
-78
62
$2.55M 0.34%
38,801
+207
63
$2.35M 0.31%
52,556
+718
64
$2.35M 0.31%
44,865
-2,003
65
$2.2M 0.29%
9,902
+577
66
$2.17M 0.29%
17,516
-27
67
$2.13M 0.29%
84,576
+2,379
68
$2.1M 0.28%
31,710
-1,125
69
$1.93M 0.26%
39,625
+1,623
70
$1.88M 0.25%
17,034
-116
71
$1.88M 0.25%
31,835
+460
72
$1.8M 0.24%
56,335
-363
73
$1.74M 0.23%
55,639
+40
74
$1.61M 0.22%
17,792
-200
75
$1.38M 0.19%
48,478
+6,633
1 2
3
4 5