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
$403M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.1M
3
+$959K
4
CL icon
Colgate-Palmolive
CL
+$466K
5
QCOM icon
Qualcomm
QCOM
+$408K

Top Sells

1
+$3.41M
2
+$1.74M
3
+$1.42M
4
EMC
EMC CORPORATION
EMC
+$423K
5
MA icon
Mastercard
MA
+$357K

Sector Composition

1 Financials 23.92%
2 Technology 9.29%
3 Industrials 8.98%
4 Healthcare 7.12%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$365K 0.09%
6,810
+600
102
$361K 0.09%
11,150
103
$354K 0.09%
10,290
+2,145
104
$352K 0.09%
13,172
105
$342K 0.08%
13,387
+4,406
106
$321K 0.08%
14,006
-10,300
107
$314K 0.08%
+7,475
108
$312K 0.08%
15,572
+72
109
$309K 0.08%
+3,995
110
$307K 0.08%
2,662
+762
111
$282K 0.07%
6,000
112
$268K 0.07%
7,440
113
$253K 0.06%
3,845
+282
114
$249K 0.06%
+4,385
115
$241K 0.06%
+11,100
116
$227K 0.06%
5,500
117
$223K 0.06%
+1,805
118
$214K 0.05%
+10,000
119
$214K 0.05%
+1,700
120
$213K 0.05%
6,765
-5,435
121
$209K 0.05%
+3,940
122
$208K 0.05%
3,964
+300
123
$202K 0.05%
6,350
1 2 3 4
5