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
$724M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$4.21M
2
+$2.77M
3
+$2.29M
4
GS icon
Goldman Sachs
GS
+$2.14M
5
GILD icon
Gilead Sciences
GILD
+$1.59M

Top Sells

1
+$3.05M
2
+$2.94M
3
+$2.64M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.5M
5
ESRX
Express Scripts Holding Company
ESRX
+$2.37M

Sector Composition

1 Financials 26.59%
2 Healthcare 8.78%
3 Technology 7.75%
4 Industrials 6.94%
5 Communication Services 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.4M 12.35%
358
-10
2
$35.8M 4.95%
1,045,925
+66,900
3
$33.9M 4.68%
297,934
-26,825
4
$31.7M 4.37%
881,448
-60,904
5
$28.4M 3.93%
411,176
+40,054
6
$25.9M 3.58%
225,499
-22,990
7
$24.6M 3.4%
514,155
+87,990
8
$21.9M 3.02%
131,221
-17,627
9
$19.4M 2.67%
172,177
-7,990
10
$16.8M 2.31%
134,645
+3,622
11
$15.3M 2.12%
144,686
-20,459
12
$12.3M 1.7%
6,927
+28
13
$11.5M 1.59%
101,277
-908
14
$10.7M 1.48%
27,938
-395
15
$10.4M 1.44%
93,155
-2,711
16
$9.63M 1.33%
89,682
+95
17
$8.76M 1.21%
206,680
+580
18
$8.65M 1.19%
155,331
-31,882
19
$8.57M 1.18%
193,360
+13,880
20
$8.46M 1.17%
74,902
-10,619
21
$8.34M 1.15%
34,887
+7
22
$8.29M 1.14%
199,760
+5,860
23
$7.8M 1.08%
62,629
-2,313
24
$7.75M 1.07%
87,263
+3,392
25
$7.75M 1.07%
89,388
-1,200
1
2 3 4 5