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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.2M 0.44%
289,214
+34,994
52
$12.7M 0.43%
37,124
+269
53
$12.7M 0.43%
94,203
-10,568
54
$11.1M 0.37%
+36,608
55
$10.2M 0.34%
92,615
56
$9.85M 0.33%
59,524
-9,063
57
$8.92M 0.3%
81,801
-4,519
58
$8.49M 0.28%
97,880
-1,610
59
$7.94M 0.27%
137,399
-95
60
$7.03M 0.24%
522,095
61
$7M 0.24%
22,698
-20
62
$6.95M 0.23%
31,282
-1,460
63
$6.82M 0.23%
12,660
-1,565
64
$6.67M 0.22%
38,746
+32,017
65
$6.51M 0.22%
60,695
-4,520
66
$6.34M 0.21%
47,032
67
$6.01M 0.2%
45,587
-7,842
68
$5.86M 0.2%
32,525
-2,207
69
$5.75M 0.19%
+15,337
70
$5.2M 0.17%
45,080
-10,457
71
$5.04M 0.17%
24,266
-4,430
72
$5M 0.17%
51,199
-5,914
73
$4.86M 0.16%
10,564
+219
74
$4.82M 0.16%
116,059
-667
75
$4.72M 0.16%
10,056
-58
1 2
3
4 5