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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.59M 0.15%
62,838
-37
77
$4.22M 0.14%
38,212
-47
78
$4.08M 0.14%
103,252
+2,424
79
$3.86M 0.13%
10,129
-708
80
$3.82M 0.13%
17,391
-438
81
$3.72M 0.13%
17,638
-5,563
82
$3.72M 0.12%
12,202
-378
83
$3.61M 0.12%
8,232
-19,110
84
$3.46M 0.12%
22,773
-5,660
85
$3.44M 0.12%
7,084
-161
86
$3.12M 0.1%
17,421
-1,587
87
$3.1M 0.1%
59,169
-22,950
88
$3.05M 0.1%
21,661
-628
89
$2.94M 0.1%
23,648
-1,404
90
$2.79M 0.09%
14,051
91
$2.75M 0.09%
10,498
92
$2.74M 0.09%
13,640
-3,150
93
$2.66M 0.09%
58,757
-11,100
94
$2.61M 0.09%
11,859
95
$2.61M 0.09%
5,423
-100
96
$2.61M 0.09%
338,055
97
$2.59M 0.09%
78,432
-4,100
98
$2.44M 0.08%
6,030
-375
99
$2.41M 0.08%
5,260
100
$2.41M 0.08%
20,199
2 3
4
5 6