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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.31M 0.18%
41,845
-3,335
77
$1.23M 0.17%
28,952
-6,000
78
$1.22M 0.17%
16,617
-4,024
79
$1.17M 0.16%
17,001
-700
80
$1.05M 0.14%
9,259
-467
81
$1.03M 0.14%
14,878
+1,114
82
$933K 0.13%
13,702
-11,434
83
$798K 0.11%
6,006
-65
84
$793K 0.11%
10,308
85
$719K 0.1%
4,289
-199
86
$690K 0.1%
11,131
-1,873
87
$683K 0.09%
12,554
88
$677K 0.09%
7,100
89
$667K 0.09%
5,197
-427
90
$651K 0.09%
23,584
91
$641K 0.09%
10,712
-508
92
$621K 0.09%
32,650
-200
93
$542K 0.07%
6,745
-1,078
94
$532K 0.07%
10,570
-4,000
95
$525K 0.07%
14,571
-3,164
96
$484K 0.07%
15,732
+2,933
97
$481K 0.07%
15,004
-1,064
98
$472K 0.07%
2,837
-1,943
99
$419K 0.06%
9,725
-415
100
$418K 0.06%
5,043
-400
2 3
4
5 6