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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.47M
3
+$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1
+$3.52M
2
+$1.77M
3
+$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.29M 0.16%
12,903
102
$3.1M 0.15%
10,800
103
$2.98M 0.15%
62,941
+4,195
104
$2.96M 0.15%
22,170
-660
105
$2.9M 0.14%
8,373
106
$2.84M 0.14%
66,263
+13,875
107
$2.75M 0.14%
23,558
-828
108
$2.49M 0.12%
29,832
-3,940
109
$2.44M 0.12%
+24,017
110
$2.44M 0.12%
52,820
+6,824
111
$2.42M 0.12%
46,718
+849
112
$2.38M 0.12%
24,199
+90
113
$2.33M 0.12%
41,530
114
$2.31M 0.11%
52,384
+3,872
115
$2.29M 0.11%
52,279
-57
116
$2.19M 0.11%
16,625
117
$2.08M 0.1%
49,520
-300
118
$2.04M 0.1%
23,227
119
$1.97M 0.1%
+12,878
120
$1.96M 0.1%
37,862
-30,063
121
$1.94M 0.1%
13,258
+2,637
122
$1.93M 0.1%
6,215
+1,584
123
$1.93M 0.1%
31,041
-10,483
124
$1.91M 0.09%
9,390
-545
125
$1.9M 0.09%
53,062
-1,725
3 4
5
6 7