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
176
$1M 0.05%
43,500
+25,184
177
$1M 0.05%
+27,200
178
$999K 0.05%
+27,840
179
$989K 0.05%
+18,690
180
$987K 0.05%
+14,660
181
$984K 0.05%
+30,040
182
$978K 0.05%
+23,370
183
$971K 0.05%
10,571
+4,303
184
$971K 0.05%
+5,300
185
$953K 0.04%
4,147
+75
186
$949K 0.04%
13,273
-550
187
$941K 0.04%
+9,840
188
$937K 0.04%
+54,960
189
$903K 0.04%
30,456
+12,545
190
$896K 0.04%
6,792
+64
191
$894K 0.04%
9,369
+2,388
192
$890K 0.04%
+12,920
193
$879K 0.04%
11,421
+6,105
194
$876K 0.04%
+25,400
195
$863K 0.04%
+10,375
196
$841K 0.04%
+32,360
197
$838K 0.04%
14,383
+5,200
198
$818K 0.04%
10,370
+6,370
199
$804K 0.04%
31,154
200
$801K 0.04%
18,600
+633
6 7
8
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