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
151
$1.29M 0.06%
9,849
+1,413
152
$1.29M 0.06%
13,940
+100
153
$1.29M 0.06%
37,862
154
$1.28M 0.06%
+23,170
155
$1.25M 0.06%
29,375
156
$1.25M 0.06%
+20,400
157
$1.21M 0.06%
10,465
158
$1.2M 0.06%
11,983
+9,283
159
$1.2M 0.06%
10,396
160
$1.2M 0.06%
3,200
+1,855
161
$1.18M 0.06%
+24,050
162
$1.18M 0.06%
17,262
+4,724
163
$1.14M 0.05%
16,981
164
$1.13M 0.05%
+15,459
165
$1.12M 0.05%
28,494
-340
166
$1.11M 0.05%
11,530
167
$1.09M 0.05%
+7,820
168
$1.05M 0.05%
+29,320
169
$1.04M 0.05%
8,155
+250
170
$1.03M 0.05%
+10,590
171
$1.03M 0.05%
+39,490
172
$1.03M 0.05%
29,803
-250
173
$1.03M 0.05%
23,396
-562
174
$1.01M 0.05%
35,988
+1,425
175
$1M 0.05%
+34,800
5 6
7
8 9