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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$518K
3 +$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1 +$367K
2 +$315K
3 +$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,435
127
-19,641
128
-5,025