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
151
$1.15M 0.06%
11,530
-61
152
$1.14M 0.06%
28,048
-10,900
153
$1.12M 0.06%
10,465
-1,300
154
$1.12M 0.06%
14,435
-1,400
155
$1.09M 0.05%
6,728
+150
156
$1.09M 0.05%
4,072
+74
157
$991K 0.05%
17,967
+275
158
$971K 0.05%
13,823
-37
159
$952K 0.05%
6,097
+4,406
160
$950K 0.05%
11,769
-4,424
161
$933K 0.05%
+31,154
162
$916K 0.05%
+5,563
163
$916K 0.05%
7,100
164
$914K 0.05%
12,538
-220
165
$825K 0.04%
24,302
+10,850
166
$818K 0.04%
12,078
167
$815K 0.04%
18,685
-486
168
$809K 0.04%
16,305
-2,030
169
$794K 0.04%
31,750
-100
170
$766K 0.04%
11,479
171
$743K 0.04%
6,981
+1,731
172
$728K 0.04%
12,800
173
$627K 0.03%
17,911
-1,900
174
$627K 0.03%
57,095
-2,500
175
$625K 0.03%
9,183
-1,486