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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.63M 0.45%
+259,591
52
$9.58M 0.45%
140,437
+3,164
53
$9.34M 0.44%
149,377
+18,253
54
$9.17M 0.43%
222,789
+104,085
55
$9.01M 0.42%
103,356
+32,878
56
$9.01M 0.42%
122,616
+13,519
57
$8.79M 0.41%
75,224
+24,086
58
$8.26M 0.39%
775,030
59
$8.25M 0.39%
48,011
+18,200
60
$8.02M 0.38%
50,342
+697
61
$8M 0.38%
60,556
-1,843
62
$8M 0.38%
175,060
+13,370
63
$7.64M 0.36%
65,786
+25,433
64
$7.47M 0.35%
116,033
+21,770
65
$7.42M 0.35%
132,021
+15,352
66
$7.18M 0.34%
48,725
-1,900
67
$7.1M 0.33%
163,903
+33,379
68
$6.99M 0.33%
173,796
+31,480
69
$6.84M 0.32%
138,791
+64,478
70
$6.8M 0.32%
93,254
+3,117
71
$6.75M 0.32%
73,412
+9,932
72
$6.57M 0.31%
115,439
+12,338
73
$6.41M 0.3%
95,699
+2,661
74
$6.32M 0.3%
152,638
-3,525
75
$5.96M 0.28%
152,723
+86,460
1 2
3
4 5