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
$403M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.1M
3
+$959K
4
CL icon
Colgate-Palmolive
CL
+$466K
5
QCOM icon
Qualcomm
QCOM
+$408K

Top Sells

1
+$3.41M
2
+$1.74M
3
+$1.42M
4
EMC
EMC CORPORATION
EMC
+$423K
5
MA icon
Mastercard
MA
+$357K

Sector Composition

1 Financials 23.92%
2 Technology 9.29%
3 Industrials 8.98%
4 Healthcare 7.12%
5 Consumer Staples 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.4M 11.75%
278
-20
2
$20.8M 5.17%
266,460
-80
3
$17.6M 4.36%
203,730
+715
4
$17.2M 4.26%
691,330
+8,265
5
$14M 3.47%
280,680
+3,528
6
$12.7M 3.14%
111,624
+3,265
7
$12.5M 3.1%
733,040
+64,484
8
$10.8M 2.68%
160,770
-5,310
9
$8.94M 2.22%
115,098
+12,352
10
$7.26M 1.8%
59,792
+1,840
11
$7.09M 1.76%
105,336
+6,055
12
$6.11M 1.51%
279,965
+15,578
13
$6.11M 1.51%
88,833
+3,175
14
$5.99M 1.49%
146,999
+2,460
15
$5.95M 1.48%
77,180
+2,900
16
$5.79M 1.44%
140,158
+6,679
17
$5.58M 1.38%
58,004
+1,875
18
$5.57M 1.38%
90,187
+2,242
19
$5.45M 1.35%
79,132
+2,395
20
$4.86M 1.2%
61,080
+2,136
21
$4.85M 1.2%
75,995
+4,280
22
$4.73M 1.17%
54,607
+3,790
23
$4.44M 1.1%
74,235
+1,045
24
$4.31M 1.07%
51,674
+1,547
25
$4.26M 1.06%
4,216
-119
1
2 3 4 5