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
$525M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.19M
3 +$1.18M
4
CELG
Celgene Corp
CELG
+$843K
5
LVS icon
Las Vegas Sands
LVS
+$808K

Top Sells

1 +$1.33M
2 +$346K
3 +$256K
4
C icon
Citigroup
C
+$219K
5
CTSH icon
Cognizant
CTSH
+$196K

Sector Composition

1 Financials 22.81%
2 Technology 9.11%
3 Healthcare 9.05%
4 Industrials 8.83%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.17M 0.22%
30,648
-2,610
77
$1.17M 0.22%
28,560
-400
78
$1.11M 0.21%
13,485
+1,700
79
$1.1M 0.21%
8,830
+550
80
$1.06M 0.2%
6,994
+1,530
81
$1.01M 0.19%
16,218
+968
82
$987K 0.19%
26,725
+200
83
$980K 0.19%
32,500
+500
84
$889K 0.17%
6,989
+225
85
$881K 0.17%
35,417
+1,974
86
$866K 0.17%
10,308
87
$806K 0.15%
20,608
88
$783K 0.15%
17,100
-1,000
89
$780K 0.15%
4,609
+950
90
$762K 0.15%
7,600
91
$756K 0.14%
14,721
+471
92
$740K 0.14%
12,328
93
$700K 0.13%
7,975
+1,245
94
$680K 0.13%
25,431
+7,873
95
$645K 0.12%
18,805
-250
96
$592K 0.11%
21,028
+3,361
97
$589K 0.11%
13,430
+252
98
$555K 0.11%
6,155
-770
99
$503K 0.1%
8,718
-490
100
$497K 0.09%
3,270
-500