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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,800
127
– –
-5,800
128
– –
-14,176
129
– –
-3,500
130
– –
-10,000
131
– –
-4,176
2 3 4 5
6