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
$579M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.39M
3
+$1.59M
4
UNP icon
Union Pacific
UNP
+$1.23M
5
MRK icon
Merck
MRK
+$1.21M

Top Sells

1
+$1.42M
2
+$1.08M
3
+$1,000K
4
MO icon
Altria Group
MO
+$781K
5
ROP icon
Roper Technologies
ROP
+$615K

Sector Composition

1 Financials 20.11%
2 Healthcare 10.78%
3 Industrials 8.03%
4 Technology 7.51%
5 Consumer Staples 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 5.61%
323,194
-2,085
2
$32.1M 5.55%
148
-5
3
$25.3M 4.38%
847,680
+23,140
4
$25M 4.32%
242,391
+23,120
5
$22.2M 3.83%
927,456
+31,224
6
$21M 3.63%
145,170
+1,136
7
$19.3M 3.34%
332,822
+8,924
8
$15.6M 2.7%
179,036
+14,048
9
$15.5M 2.68%
176,382
-137
10
$12.6M 2.19%
128,245
+5,020
11
$11.1M 1.93%
260,135
+55,735
12
$9.61M 1.66%
98,263
+3,524
13
$9.55M 1.65%
90,176
+2,310
14
$9.46M 1.64%
27,626
+314
15
$9.41M 1.63%
198,860
+5,843
16
$8.95M 1.55%
85,422
+3,194
17
$8.49M 1.47%
6,802
+20
18
$7.87M 1.36%
34,061
+1,569
19
$7.39M 1.28%
97,448
-13,190
20
$7.25M 1.25%
71,324
-4,470
21
$7.18M 1.24%
59,198
+25
22
$6.98M 1.21%
101,157
-11,323
23
$6.87M 1.19%
195,200
+5,120
24
$6.44M 1.11%
186,140
+420
25
$6.11M 1.06%
170,700
+1,800
1
2 3 4 5