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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.77M 0.27%
44,359
+20,726
77
$5.74M 0.27%
53,173
+60
78
$5.72M 0.27%
40,586
+600
79
$5.7M 0.27%
35,426
+18,088
80
$5.6M 0.26%
92,041
+42,466
81
$5.36M 0.25%
228,391
+93,451
82
$4.92M 0.23%
21,736
+6,533
83
$4.58M 0.22%
76,877
+7,930
84
$4.54M 0.21%
41,732
-866
85
$4.53M 0.21%
43,423
-3,687
86
$4.51M 0.21%
68,271
-175
87
$4.48M 0.21%
144,189
+6,312
88
$4.16M 0.2%
168,866
-1,900
89
$4.11M 0.19%
30,766
-10,095
90
$4.01M 0.19%
68,489
+8,735
91
$4.01M 0.19%
42,437
-285
92
$4M 0.19%
88,706
+21,650
93
$3.84M 0.18%
51,778
+4,553
94
$3.81M 0.18%
49,603
-393
95
$3.74M 0.18%
+93,975
96
$3.58M 0.17%
27,740
+5,570
97
$3.52M 0.17%
47,847
+41,632
98
$3.5M 0.16%
+18,449
99
$3.45M 0.16%
159,951
-3,045
100
$3.44M 0.16%
73,340
+10,399
2 3
4
5 6