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
176
$615K 0.03%
2,116
-185
177
$600K 0.03%
4,627
-285
178
$597K 0.03%
22,641
179
$596K 0.03%
2,176
+500
180
$591K 0.03%
13,783
181
$576K 0.03%
3,833
182
$569K 0.03%
6,268
+3,127
183
$565K 0.03%
7,970
184
$564K 0.03%
35,511
185
$557K 0.03%
7,490
186
$557K 0.03%
+19,126
187
$543K 0.03%
+1,345
188
$540K 0.03%
4,771
189
$537K 0.03%
12,120
190
$527K 0.03%
15,500
191
$508K 0.03%
5,650
-50
192
$503K 0.02%
17,000
193
$496K 0.02%
2,791
194
$492K 0.02%
+6,500
195
$481K 0.02%
15,000
196
$476K 0.02%
+6,474
197
$470K 0.02%
5,360
-97
198
$468K 0.02%
14,481
+800
199
$455K 0.02%
3,286
-205
200
$441K 0.02%
7,212