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
201
– –
-1,425
202
– –
-951
203
– –
-2,125
204
– –
-4,072
5 6 7 8
9