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
$564M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$1.09M
3 +$1.08M
4
BIIB icon
Biogen
BIIB
+$895K
5
ECL icon
Ecolab
ECL
+$792K

Top Sells

1 +$3M
2 +$1.29M
3 +$1.28M
4
CTSH icon
Cognizant
CTSH
+$1.06M
5
CLR
CONTINENTAL RESOURCES INC.
CLR
+$1.02M

Sector Composition

1 Financials 24.93%
2 Healthcare 10.06%
3 Technology 9%
4 Industrials 8.76%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.3M 11.21%
280
-1
2
$28.1M 4.97%
293,440
+1,160
3
$23.4M 4.15%
849,708
+19,632
4
$22.2M 3.94%
766,890
+7,020
5
$20.4M 3.61%
195,226
-28,739
6
$19.3M 3.41%
128,324
-237
7
$17M 3.01%
298,074
+2,660
8
$16.6M 2.95%
139,529
+3,035
9
$15M 2.65%
173,570
+3,230
10
$11.4M 2.02%
102,086
+4,010
11
$9.54M 1.69%
174,026
+5,348
12
$9.44M 1.67%
111,538
+4,697
13
$9.21M 1.63%
349,617
+21,499
14
$8.56M 1.52%
90,921
+8,130
15
$8.31M 1.47%
74,116
+4,960
16
$8.11M 1.44%
31,521
+537
17
$8.09M 1.43%
108,789
+2,533
18
$7.84M 1.39%
21,929
+569
19
$7.72M 1.37%
81,633
+4,325
20
$7.13M 1.26%
86,348
-8,750
21
$7.06M 1.25%
81,430
-300
22
$6.77M 1.2%
72,228
+3,691
23
$6.68M 1.18%
98,322
+4,405
24
$6.39M 1.13%
5,606
+479
25
$6.18M 1.09%
101,530
-5,562