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
151
$731K 0.02%
3,251
-11,657
152
$728K 0.02%
3,890
153
$718K 0.02%
21,286
154
$695K 0.02%
9,500
-75
155
$695K 0.02%
3,722
-6,483
156
$690K 0.02%
43,243
157
$660K 0.02%
4,783
158
$647K 0.02%
8,441
-3,799
159
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2,550
-3,000
160
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4,400
161
$529K 0.02%
6,000
162
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3,233
163
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2,766
164
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5,908
165
$494K 0.02%
23,642
166
$494K 0.02%
13,988
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167
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168
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169
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170
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171
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172
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9,600
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173
$407K 0.01%
14,287
174
$406K 0.01%
163
-37
175
$378K 0.01%
5,036
-167
5 6
7
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