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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$518K
3
+$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1
+$367K
2
+$315K
3
+$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.37M 0.18%
30,602
+1,650
77
$1.25M 0.17%
19,621
+2,620
78
$1.21M 0.16%
16,350
-267
79
$1.17M 0.16%
24,460
-1,754
80
$1.13M 0.15%
16,108
+1,230
81
$1.12M 0.15%
9,472
+213
82
$975K 0.13%
13,138
-564
83
$822K 0.11%
5,842
-164
84
$735K 0.1%
10,308
85
$731K 0.1%
5,742
+545
86
$728K 0.1%
13,071
+517
87
$697K 0.09%
4,743
+1,906
88
$678K 0.09%
25,072
+1,488
89
$675K 0.09%
4,221
-68
90
$666K 0.09%
7,100
91
$639K 0.09%
10,712
92
$602K 0.08%
17,846
+3,275
93
$558K 0.07%
6,910
+165
94
$539K 0.07%
15,372
+368
95
$537K 0.07%
33,550
+900
96
$498K 0.07%
9,475
-1,095
97
$462K 0.06%
10,198
-933
98
$454K 0.06%
15,557
-175
99
$454K 0.06%
+1,638
100
$449K 0.06%
5,000
2 3
4
5 6