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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$3.47M
3 +$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1 +$3.52M
2 +$1.77M
3 +$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$5.28M 0.26%
63,480
+3,594
77
$5.24M 0.26%
40,353
+5,340
78
$5.06M 0.25%
56,034
+6,979
79
$5.03M 0.25%
170,766
-8,350
80
$4.74M 0.23%
74,313
+21,742
81
$4.62M 0.23%
68,947
+4,626
82
$4.58M 0.23%
42,722
-1,090
83
$4.52M 0.22%
49,996
+701
84
$4.32M 0.21%
137,877
-2,490
85
$4.21M 0.21%
20,570
-390
86
$4.19M 0.21%
134,940
+44,243
87
$4.18M 0.21%
68,585
+7,682
88
$4.13M 0.2%
162,996
-9,830
89
$4.11M 0.2%
74,524
-18,400
90
$4.1M 0.2%
15,203
+2,888
91
$4M 0.2%
47,225
-300
92
$3.94M 0.19%
59,754
-650
93
$3.81M 0.19%
49,315
+2,360
94
$3.74M 0.18%
17,338
+6,698
95
$3.73M 0.18%
115,301
+741
96
$3.6M 0.18%
243,224
97
$3.46M 0.17%
67,056
+13,816
98
$3.45M 0.17%
17,674
+4,574
99
$3.44M 0.17%
23,633
+6,879
100
$3.41M 0.17%
49,575
+13,534