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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1
+$2.13M
2
+$1.7M
3
+$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$282K 0.05%
11,044
-2,017
127
$258K 0.05%
1,700
128
$256K 0.04%
3,018
129
$243K 0.04%
6,731
130
$240K 0.04%
5,800
131
$234K 0.04%
+5,000
132
$233K 0.04%
4,225
-3,165
133
$232K 0.04%
3,281
134
$232K 0.04%
1,652
+25
135
$229K 0.04%
5,600
136
$228K 0.04%
8,000
137
$227K 0.04%
+4,475
138
$227K 0.04%
+2,000
139
$213K 0.04%
+6,000
140
– –
-1,200
141
– –
-6,155
2 3 4 5
6