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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.47M
3
+$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1
+$3.52M
2
+$1.77M
3
+$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.78M 0.09%
62,022
127
$1.78M 0.09%
16,764
+282
128
$1.74M 0.09%
22,762
-2,179
129
$1.74M 0.09%
70,530
+7,250
130
$1.63M 0.08%
26,875
+2,400
131
$1.61M 0.08%
23,958
-4,417
132
$1.53M 0.08%
28,834
133
$1.53M 0.08%
10,156
+1,956
134
$1.51M 0.07%
13,840
-425
135
$1.5M 0.07%
16,981
-744
136
$1.48M 0.07%
19,804
-1,150
137
$1.4M 0.07%
6,226
-330
138
$1.35M 0.07%
10,396
-845
139
$1.35M 0.07%
20,460
140
$1.34M 0.07%
34,563
+640
141
$1.32M 0.07%
30,795
142
$1.29M 0.06%
23,891
-2,452
143
$1.27M 0.06%
8,436
+1,064
144
$1.27M 0.06%
30,053
+7,975
145
$1.25M 0.06%
15,948
-7,750
146
$1.25M 0.06%
82,750
-5,850
147
$1.23M 0.06%
10,815
-20
148
$1.21M 0.06%
7,905
149
$1.17M 0.06%
13,930
+200
150
$1.16M 0.06%
29,375
4 5
6
7 8