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
$525M
AUM Growth
+$45.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$2.07M
2 +$1.19M
3 +$1.18M
4
CELG
Celgene Corp
CELG
+$843K
5
LVS icon
Las Vegas Sands
LVS
+$808K

Top Sells

1 +$1.33M
2 +$346K
3 +$256K
4
C icon
Citigroup
C
+$219K
5
CTSH icon
Cognizant
CTSH
+$196K

Sector Composition

1 Financials 22.81%
2 Technology 9.11%
3 Healthcare 9.05%
4 Industrials 8.83%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$53.9M 10.28%
284
-7
2
$26.5M 5.04%
291,005
+625
3
$22.5M 4.3%
222,639
+630
4
$21.7M 4.13%
757,370
+17,000
5
$19.6M 3.73%
842,576
+31,892
6
$16.4M 3.13%
292,564
+6,200
7
$16.4M 3.12%
129,266
+3,048
8
$13.6M 2.59%
136,184
+6,680
9
$12.5M 2.39%
170,315
+10,930
10
$9.48M 1.81%
327,818
+41,188
11
$8.67M 1.65%
66,385
+3,672
12
$8.45M 1.61%
160,668
+6,057
13
$8.35M 1.59%
97,276
+9,816
14
$8.27M 1.58%
104,421
-1,170
15
$7.83M 1.49%
94,798
+3,935
16
$7.39M 1.41%
106,597
+5,541
17
$7.35M 1.4%
72,996
+3,316
18
$7.21M 1.37%
105,481
+6,664
19
$7.13M 1.36%
92,322
+6,907
20
$6.93M 1.32%
81,570
+1,865
21
$6.92M 1.32%
80,691
+2,289
22
$6.82M 1.3%
30,592
+1,435
23
$6.78M 1.29%
75,858
+4,511
24
$6.7M 1.28%
154,966
+3,205
25
$6.63M 1.26%
20,750
+1,908