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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.4M 0.16%
73,164
-1,360
102
$3.35M 0.16%
70,745
+17,925
103
$3.27M 0.15%
14,866
+1,963
104
$3.22M 0.15%
20,495
-75
105
$3.17M 0.15%
148,322
+124,020
106
$3.15M 0.15%
49,615
+300
107
$3.04M 0.14%
54,840
+49,668
108
$3.04M 0.14%
243,224
109
$2.9M 0.14%
104,134
-11,167
110
$2.81M 0.13%
14,817
+8,602
111
$2.57M 0.12%
71,317
+2,732
112
$2.54M 0.12%
38,578
+8,746
113
$2.46M 0.12%
16,506
+6,350
114
$2.21M 0.1%
24,325
+126
115
$2.21M 0.1%
+188,800
116
$2.21M 0.1%
29,147
+5,920
117
$2.2M 0.1%
8,388
+15
118
$2.14M 0.1%
49,324
-196
119
$2.08M 0.1%
44,067
-2,651
120
$2.05M 0.1%
27,224
+7,420
121
$1.99M 0.09%
20,357
-3,201
122
$1.97M 0.09%
+144,000
123
$1.95M 0.09%
10,812
+12
124
$1.92M 0.09%
52,276
-108
125
$1.86M 0.09%
51,854
-425
3 4
5
6 7