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
201
$432K 0.02%
+18,316
202
$414K 0.02%
+6,215
203
$413K 0.02%
6,613
+75
204
$411K 0.02%
+5,316
205
$408K 0.02%
4,000
206
$407K 0.02%
2,412
+28
207
$406K 0.02%
+6,653
208
$396K 0.02%
21,165
+180
209
$387K 0.02%
3,345
210
$376K 0.02%
15,246
211
$374K 0.02%
2,235
212
$374K 0.02%
4,000
-150
213
$373K 0.02%
1,850
-1,373
214
$362K 0.02%
1,139
215
$348K 0.02%
8,801
+578
216
$337K 0.02%
+5,172
217
$333K 0.02%
3,475
-375
218
$333K 0.02%
+5,174
219
$332K 0.02%
4,159
-28
220
$331K 0.02%
5,000
-1,129
221
$328K 0.02%
15,698
-26,628
222
$325K 0.02%
10,250
223
$322K 0.02%
+2,700
224
$320K 0.02%
3,535
225
$311K 0.02%
2,800
7 8
9
10 11