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
$746M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$518K
3
+$502K
4
LMT icon
Lockheed Martin
LMT
+$454K
5
MRK icon
Merck
MRK
+$453K

Top Sells

1
+$367K
2
+$315K
3
+$271K
4
BIIB icon
Biogen
BIIB
+$251K
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$208K

Sector Composition

1 Financials 26.87%
2 Healthcare 8.9%
3 Technology 7.67%
4 Industrials 7.28%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.4M 12.26%
359
+1
2
$36.6M 4.91%
1,052,050
+6,125
3
$35.5M 4.76%
297,954
+20
4
$31.6M 4.24%
878,556
-2,892
5
$28.9M 3.88%
412,336
+1,160
6
$26.3M 3.52%
225,570
+71
7
$26.2M 3.52%
524,505
+10,350
8
$22.9M 3.08%
135,385
+4,164
9
$20.9M 2.8%
171,977
-200
10
$17.5M 2.35%
134,825
+180
11
$16.1M 2.16%
147,858
+3,172
12
$12.9M 1.73%
6,901
-26
13
$11.8M 1.59%
27,983
+45
14
$11M 1.47%
94,820
+1,665
15
$10.9M 1.46%
102,139
+862
16
$9.86M 1.32%
203,740
+10,380
17
$9.48M 1.27%
204,060
-2,620
18
$9.44M 1.27%
90,438
+756
19
$9.1M 1.22%
200,260
+500
20
$8.79M 1.18%
74,837
-65
21
$8.67M 1.16%
156,491
+1,160
22
$8.48M 1.14%
64,109
+1,480
23
$8.42M 1.13%
34,642
-245
24
$8.2M 1.1%
87,399
+136
25
$7.8M 1.05%
85,312
+700
1
2 3 4 5