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
$579M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.39M
3
+$1.59M
4
UNP icon
Union Pacific
UNP
+$1.23M
5
MRK icon
Merck
MRK
+$1.21M

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1,000K
4
MO icon
Altria Group
MO
+$781K
5
ROP icon
Roper Technologies
ROP
+$615K

Sector Composition

1 Financials 20.11%
2 Healthcare 10.78%
3 Industrials 8.03%
4 Technology 7.51%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$431K 0.07%
7,100
-500
102
$429K 0.07%
4,833
103
$422K 0.07%
5,068
+700
104
$421K 0.07%
4,400
-500
105
$365K 0.06%
13,275
106
$359K 0.06%
10,935
+400
107
$341K 0.06%
430
108
$339K 0.06%
5,000
109
$337K 0.06%
8,123
110
$334K 0.06%
2,428
+213
111
$333K 0.06%
11,765
-1,925
112
$320K 0.06%
7,026
+415
113
$314K 0.05%
7,910
114
$278K 0.05%
4,176
-174
115
$270K 0.05%
5,000
116
$268K 0.05%
2,909
-112
117
$267K 0.05%
3,522
+100
118
$261K 0.05%
13,906
-980
119
$261K 0.05%
3,345
-25
120
$248K 0.04%
4,800
121
$239K 0.04%
2,695
+146
122
$237K 0.04%
5,524
-2,612
123
$236K 0.04%
5,800
124
$233K 0.04%
8,000
125
$231K 0.04%
+3,867
2 3 4
5
6