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
$571M
AUM Growth
+$7.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.26M
3
+$992K
4
AMP icon
Ameriprise Financial
AMP
+$922K
5
FDX icon
FedEx
FDX
+$719K

Top Sells

1
+$2.13M
2
+$1.7M
3
+$1.29M
4
UPS icon
United Parcel Service
UPS
+$980K
5
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$630K

Sector Composition

1 Financials 24.32%
2 Healthcare 10.6%
3 Technology 9.64%
4 Industrials 7.56%
5 Consumer Staples 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.5M 10.58%
278
-2
2
$29.2M 5.11%
295,090
+1,650
3
$26.7M 4.68%
859,600
+9,892
4
$23.5M 4.11%
772,640
+5,750
5
$20.2M 3.54%
196,037
+811
6
$18.8M 3.29%
130,125
+1,801
7
$17.8M 3.11%
301,140
+3,066
8
$15.4M 2.7%
142,280
+2,751
9
$15.1M 2.64%
174,815
+1,245
10
$12.1M 2.12%
105,081
+2,995
11
$10M 1.75%
363,696
+14,079
12
$9.87M 1.73%
113,698
+2,160
13
$9.57M 1.68%
175,981
+1,955
14
$9.54M 1.67%
91,011
+90
15
$9.53M 1.67%
32,007
+486
16
$8.18M 1.43%
22,359
+430
17
$8.02M 1.4%
76,361
+2,245
18
$7.84M 1.37%
81,958
+325
19
$7.63M 1.34%
110,086
+1,297
20
$7.1M 1.24%
6,099
+493
21
$6.84M 1.2%
80,355
-1,075
22
$6.72M 1.18%
68,963
-3,265
23
$6.71M 1.17%
98,727
+405
24
$6.6M 1.16%
102,900
+1,370
25
$6.42M 1.12%
81,428
-4,920
1
2 3 4 5