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
$579M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.39M
3
+$1.59M
4
UNP icon
Union Pacific
UNP
+$1.23M
5
MRK icon
Merck
MRK
+$1.21M

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1,000K
4
MO icon
Altria Group
MO
+$781K
5
ROP icon
Roper Technologies
ROP
+$615K

Sector Composition

1 Financials 20.11%
2 Healthcare 10.78%
3 Industrials 8.03%
4 Technology 7.51%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.18M 0.2%
35,353
+3,032
77
$1.12M 0.19%
20,214
+6,655
78
$1.1M 0.19%
10,631
+741
79
$1.02M 0.18%
+17,587
80
$1M 0.17%
9,011
+120
81
$916K 0.16%
15,682
+590
82
$895K 0.15%
12,166
83
$861K 0.15%
5,933
+1,379
84
$821K 0.14%
+3,310
85
$793K 0.14%
34,160
+400
86
$783K 0.14%
10,308
87
$772K 0.13%
15,095
-1,500
88
$766K 0.13%
9,669
+5,430
89
$761K 0.13%
14,297
-57
90
$731K 0.13%
21,280
-9,933
91
$708K 0.12%
10,924
-2,565
92
$703K 0.12%
24,034
93
$674K 0.12%
4,288
+200
94
$630K 0.11%
12,069
-1,143
95
$602K 0.1%
13,802
+752
96
$578K 0.1%
8,843
+2,062
97
$544K 0.09%
5,419
+223
98
$504K 0.09%
15,468
-596
99
$480K 0.08%
8,950
-1,000
100
$473K 0.08%
+3,500
2 3
4
5 6