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
$705M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$51.2M
2
+$4.1M
3
+$2.8M
4
ING icon
ING
ING
+$2.7M
5
EOG icon
EOG Resources
EOG
+$1.75M

Top Sells

1
+$1.15M
2
+$779K
3
+$737K
4
DVA icon
DaVita
DVA
+$736K
5
WFC icon
Wells Fargo
WFC
+$503K

Sector Composition

1 Financials 27.4%
2 Healthcare 8.87%
3 Industrials 7.52%
4 Technology 7.34%
5 Communication Services 5.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.03%
4,800
127
$207K 0.03%
+5,237
128
$203K 0.03%
5,800
129
– –
-3,140
130
– –
-19,680
131
– –
-14,050
132
– –
-1,400
133
– –
-13,329
134
– –
-15,000
135
– –
-5,000
136
– –
-8,123
137
– –
-3,867
2 3 4 5
6