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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.47M
3
+$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1
+$3.52M
2
+$1.77M
3
+$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.04M 0.45%
25,597
+2,562
52
$8.99M 0.44%
70,478
+10,202
53
$8.99M 0.44%
109,097
+5,642
54
$8.75M 0.43%
49,645
+430
55
$8.54M 0.42%
161,690
-1,050
56
$8.19M 0.4%
93,038
-8,596
57
$7.94M 0.39%
50,625
-100
58
$7.78M 0.38%
40,861
-1,297
59
$7.56M 0.37%
32,199
+4,429
60
$7.43M 0.37%
103,101
+3,204
61
$6.96M 0.34%
51,138
+12,197
62
$6.96M 0.34%
47,110
-8,735
63
$6.89M 0.34%
53,113
-1,643
64
$6.81M 0.34%
39,986
-5,900
65
$6.77M 0.33%
71,290
-840
66
$6.7M 0.33%
50,377
+5,582
67
$6.53M 0.32%
156,163
-4,271
68
$6.38M 0.32%
118,704
+37,536
69
$6.35M 0.31%
130,524
+9,927
70
$6.23M 0.31%
116,669
+1,106
71
$6.16M 0.3%
42,598
-1,142
72
$6.1M 0.3%
90,137
+2,340
73
$6.04M 0.3%
68,446
-826
74
$5.42M 0.27%
29,811
+6,476
75
$5.36M 0.26%
94,263
+7,297
1 2
3
4 5