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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.09%
41,530
127
$1.8M 0.08%
15,013
+1,755
128
$1.77M 0.08%
12,904
+7,341
129
$1.74M 0.08%
33,392
+2,351
130
$1.67M 0.08%
27,930
+5,168
131
$1.62M 0.08%
63,730
-6,800
132
$1.6M 0.08%
16,625
133
$1.57M 0.07%
12,189
+6,092
134
$1.57M 0.07%
24,830
+10,900
135
$1.54M 0.07%
+32,100
136
$1.53M 0.07%
77,761
+68,960
137
$1.53M 0.07%
23,348
+7,400
138
$1.46M 0.07%
59,294
-2,728
139
$1.46M 0.07%
59,142
+40,016
140
$1.45M 0.07%
106,080
+23,330
141
$1.44M 0.07%
49,770
-3,292
142
$1.43M 0.07%
35,795
+5,000
143
$1.43M 0.07%
20,460
144
$1.41M 0.07%
+10,740
145
$1.38M 0.07%
16,764
146
$1.38M 0.06%
20,295
+13,821
147
$1.37M 0.06%
27,600
+725
148
$1.36M 0.06%
+31,210
149
$1.31M 0.06%
12,784
-94
150
$1.29M 0.06%
11,357
+542
4 5
6
7 8