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
176
$362K 0.01%
1,210
177
$359K 0.01%
16,065
178
$350K 0.01%
5,142
179
$329K 0.01%
6,000
180
$321K 0.01%
1,849
181
$316K 0.01%
5,236
182
$306K 0.01%
4,350
-500
183
$299K 0.01%
2,789
184
$296K 0.01%
4,750
185
$293K 0.01%
11,400
186
$284K 0.01%
2,474
-307
187
$279K 0.01%
2,067
188
$256K 0.01%
4,875
189
$235K 0.01%
+830
190
$225K 0.01%
4,350
-400
191
$221K 0.01%
2,620
192
$218K 0.01%
2,429
193
$218K 0.01%
1,250
194
$209K 0.01%
2,400
195
$204K 0.01%
3,838
196
$7.61K ﹤0.01%
1,312
197
– –
-6,300
198
– –
-2,699
199
– –
-22,047
200
– –
-480
5 6 7
8
9