BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$479M
AUM Growth
+$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.74M
3
+$1.61M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.54M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.49M

Top Sells

1
+$1.46M
2
+$1.22M
3
+$1.11M
4
VMI icon
Valmont Industries
VMI
+$1.06M
5
WAT icon
Waters Corp
WAT
+$954K

Sector Composition

1 Financials 24.11%
2 Industrials 8.96%
3 Technology 8.8%
4 Healthcare 8.16%
5 Consumer Staples 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-5,696
127
– –
-6,965
128
– –
-63,000
129
– –
-5,450
130
– –
-3,830
131
– –
-10,000
2 3 4 5
6