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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.12M 0.04%
17,216
-1,885
127
$1.1M 0.04%
15,620
-200
128
$1.1M 0.04%
77,861
-250
129
$1.08M 0.04%
85,260
130
$1.07M 0.04%
3,219
-233
131
$1M 0.03%
12,987
-817
132
$975K 0.03%
6,050
-232
133
$947K 0.03%
10,475
-7,100
134
$945K 0.03%
6,314
135
$944K 0.03%
4,469
-3,859
136
$939K 0.03%
18,895
-48
137
$929K 0.03%
12,743
-3,651
138
$927K 0.03%
10,578
-833
139
$926K 0.03%
343
140
$904K 0.03%
2,600
141
$901K 0.03%
21,102
-16,374
142
$861K 0.03%
20,268
-1,460
143
$855K 0.03%
6,775
-16,000
144
$823K 0.03%
9,440
145
$814K 0.03%
12,729
-685
146
$814K 0.03%
9,140
147
$762K 0.03%
2,617
-14
148
$755K 0.03%
25,500
149
$749K 0.03%
4,315
150
$748K 0.03%
7,554
-3,247
4 5
6
7 8