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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$398K 0.06%
5,000
102
$394K 0.05%
12,460
-100
103
$391K 0.05%
7,850
104
$390K 0.05%
4,716
-17
105
$383K 0.05%
6,322
-2,062
106
$367K 0.05%
19,641
107
$366K 0.05%
6,225
-3,050
108
$336K 0.05%
3,696
-27
109
$315K 0.04%
3,400
110
$313K 0.04%
7,910
111
$289K 0.04%
400
-30
112
$281K 0.04%
2,747
-33
113
$278K 0.04%
3,550
-7,175
114
$269K 0.04%
5,400
-4,246
115
$265K 0.04%
9,300
116
$263K 0.04%
8,000
117
$259K 0.04%
1,971
-332
118
$254K 0.04%
3,270
-75
119
$212K 0.03%
11,112
-1,528
120
$208K 0.03%
+1,435
121
$204K 0.03%
+1,697
122
$203K 0.03%
5,025
-212
123
– –
-4,176
124
– –
-10,000
125
– –
-3,500
2 3 4
5
6