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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1
+$2.13M
2
+$1.7M
3
+$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.13M 0.2%
40,944
+900
77
$1.11M 0.19%
13,912
-21,200
78
$992K 0.17%
+12,061
79
$976K 0.17%
27,110
80
$966K 0.17%
15,525
-250
81
$922K 0.16%
+7,047
82
$909K 0.16%
32,188
+5,170
83
$905K 0.16%
18,377
-43,315
84
$855K 0.15%
8,972
+292
85
$839K 0.15%
10,751
+5,571
86
$794K 0.14%
18,200
+8,075
87
$791K 0.14%
10,308
88
$791K 0.14%
26,970
+230
89
$786K 0.14%
18,352
+1,310
90
$778K 0.14%
8,020
-10,100
91
$762K 0.13%
23,158
92
$758K 0.13%
11,753
-700
93
$742K 0.13%
4,831
-827
94
$730K 0.13%
13,556
+26
95
$709K 0.12%
15,370
-480
96
$706K 0.12%
28,632
-6,663
97
$669K 0.12%
7,600
98
$598K 0.1%
12,263
99
$597K 0.1%
10,046
100
$569K 0.1%
4,708
-400
2 3
4
5 6