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
$403M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.1M
3
+$959K
4
CL icon
Colgate-Palmolive
CL
+$466K
5
QCOM icon
Qualcomm
QCOM
+$408K

Top Sells

1
+$3.41M
2
+$1.74M
3
+$1.42M
4
EMC
EMC CORPORATION
EMC
+$423K
5
MA icon
Mastercard
MA
+$357K

Sector Composition

1 Financials 23.92%
2 Technology 9.29%
3 Industrials 8.98%
4 Healthcare 7.12%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$864K 0.21%
8,280
+30
77
$840K 0.21%
20,650
+775
78
$823K 0.2%
18,116
+30
79
$806K 0.2%
165
80
$803K 0.2%
6,839
+60
81
$790K 0.2%
9,885
+5
82
$775K 0.19%
6,917
+389
83
$707K 0.18%
28,000
+400
84
$691K 0.17%
29,489
+6,820
85
$671K 0.17%
18,357
+1,916
86
$639K 0.16%
11,372
-2,602
87
$637K 0.16%
12,095
88
$629K 0.16%
20,608
89
$628K 0.16%
8,200
-200
90
$611K 0.15%
17,131
+3,130
91
$581K 0.14%
10,308
92
$580K 0.14%
19,025
+50
93
$579K 0.14%
12,880
+1,830
94
$544K 0.13%
6,005
+925
95
$543K 0.13%
4,760
+400
96
$540K 0.13%
8,858
+4,376
97
$484K 0.12%
9,480
+30
98
$445K 0.11%
6,142
+197
99
$409K 0.1%
14,979
+569
100
$376K 0.09%
8,133
-1,000
1 2 3
4
5