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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$518K
3
+$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1
+$367K
2
+$315K
3
+$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$429K 0.06%
9,925
+200
102
$424K 0.06%
5,418
+375
103
$414K 0.06%
6,225
104
$393K 0.05%
4,716
105
$388K 0.05%
6,322
106
$381K 0.05%
+2,550
107
$376K 0.05%
7,850
108
$365K 0.05%
3,400
109
$352K 0.05%
13,360
+900
110
$352K 0.05%
11,100
+1,800
111
$322K 0.04%
3,762
+66
112
$318K 0.04%
7,910
113
$285K 0.04%
3,550
114
$274K 0.04%
8,000
115
$271K 0.04%
2,647
-100
116
$264K 0.04%
3,445
+175
117
$247K 0.03%
5,600
+200
118
$236K 0.03%
1,830
-141
119
$228K 0.03%
400
120
$224K 0.03%
11,112
121
$216K 0.03%
+1,750
122
$215K 0.03%
1,717
+20
123
$213K 0.03%
+1,608
124
$205K 0.03%
+2,780
125
$205K 0.03%
+1,076
2 3 4
5
6