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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.39M 0.08%
5,856
102
$2.36M 0.08%
19,831
-492
103
$2.28M 0.08%
46,318
104
$2.28M 0.08%
23,229
-4,300
105
$2.18M 0.07%
16,298
-2,038
106
$2.14M 0.07%
19,128
+233
107
$1.99M 0.07%
20,894
-294
108
$1.97M 0.07%
7,470
-7
109
$1.92M 0.06%
52,364
-200
110
$1.91M 0.06%
9,733
-116
111
$1.85M 0.06%
21,818
-240
112
$1.77M 0.06%
10,496
113
$1.75M 0.06%
19,554
-665
114
$1.7M 0.06%
20,159
-2,747
115
$1.61M 0.05%
26,700
-950
116
$1.61M 0.05%
60,945
-5,580
117
$1.57M 0.05%
30,417
-1,469
118
$1.52M 0.05%
20,505
-8,250
119
$1.51M 0.05%
12,329
+55
120
$1.49M 0.05%
7,590
+2,312
121
$1.34M 0.05%
36,092
-22,200
122
$1.25M 0.04%
11,244
+2,560
123
$1.24M 0.04%
11,370
-1,575
124
$1.2M 0.04%
4,813
-178
125
$1.16M 0.04%
13,847
3 4
5
6 7