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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1 +$1.52M
2 +$1.26M
3 +$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1 +$2.13M
2 +$1.7M
3 +$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$547K 0.1%
5,300
102
$515K 0.09%
3,400
103
$514K 0.09%
+5,166
104
$467K 0.08%
10,552
105
$466K 0.08%
12,515
-3,189
106
$460K 0.08%
14,172
+1,253
107
$447K 0.08%
17,168
-2,000
108
$393K 0.07%
4,059
109
$391K 0.07%
13,764
-1,285
110
$375K 0.07%
5,105
-700
111
$373K 0.07%
6,500
112
$364K 0.06%
2,933
113
$358K 0.06%
7,700
-5,600
114
$353K 0.06%
3,777
+50
115
$352K 0.06%
9,375
116
$342K 0.06%
10,958
-84
117
$339K 0.06%
6,760
118
$337K 0.06%
3,996
119
$329K 0.06%
2,670
120
$323K 0.06%
12,640
121
$322K 0.06%
5,339
+50
122
$306K 0.05%
3,575
123
$293K 0.05%
430
124
$292K 0.05%
5,900
125
$287K 0.05%
6,620