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
201
$789K 0.04%
+19,000
202
$783K 0.04%
+25,790
203
$777K 0.04%
11,214
-265
204
$774K 0.04%
17,618
-1,067
205
$768K 0.04%
+23,160
206
$767K 0.04%
21,148
-2,743
207
$764K 0.04%
12,250
-2,185
208
$752K 0.04%
+24,877
209
$745K 0.04%
9,986
-1,783
210
$735K 0.03%
16,305
211
$730K 0.03%
15,801
+9,148
212
$722K 0.03%
+18,230
213
$722K 0.03%
27,142
-906
214
$696K 0.03%
50,926
+15,415
215
$692K 0.03%
12,800
216
$691K 0.03%
+22,227
217
$690K 0.03%
+11,560
218
$690K 0.03%
+19,179
219
$689K 0.03%
12,078
220
$676K 0.03%
+21,980
221
$674K 0.03%
+4,640
222
$674K 0.03%
12,851
+7,677
223
$666K 0.03%
+19,820
224
$651K 0.03%
+42,992
225
$644K 0.03%
2,450
+274
7 8
9
10 11