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
$2.02B
AUM Growth
-$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$3.47M
3
+$3.46M
4
CELG
Celgene Corp
CELG
+$3.44M
5
BKNG icon
Booking.com
BKNG
+$3.43M

Top Sells

1
+$3.52M
2
+$1.77M
3
+$1.56M
4
HON icon
Honeywell
HON
+$1.33M
5
KDP icon
Keurig Dr Pepper
KDP
+$1.32M

Sector Composition

1 Financials 21.81%
2 Technology 10.34%
3 Industrials 9.97%
4 Healthcare 8.65%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 5.54%
350
-11
2
$97.5M 4.82%
1,727,864
+10,332
3
$80.6M 3.98%
2,001,640
+65,890
4
$73.5M 3.63%
451,374
+1,472
5
$72.8M 3.6%
834,648
+21,025
6
$69.3M 3.43%
1,331,316
+26,530
7
$66.6M 3.29%
299,195
-2,033
8
$60.5M 2.99%
282,761
+16,159
9
$57.2M 2.83%
366,484
-997
10
$44.6M 2.2%
351,853
+8,860
11
$40.6M 2.01%
405,840
+31,940
12
$33.1M 1.63%
548,000
+92,400
13
$30.7M 1.52%
204,709
+17,078
14
$28.7M 1.42%
234,464
+6,972
15
$28.6M 1.41%
319,611
+38,406
16
$28.2M 1.4%
246,915
+25,867
17
$27.6M 1.37%
74,334
+716
18
$26.8M 1.32%
193,899
+3,593
19
$25.7M 1.27%
54,573
+6,174
20
$24.8M 1.22%
211,659
+13,918
21
$24.7M 1.22%
12,470
+1,728
22
$24.4M 1.2%
216,021
+5,684
23
$24.2M 1.2%
116,722
+5,505
24
$22.8M 1.13%
94,805
+6,809
25
$21.8M 1.08%
364,900
+12,900
1
2 3 4 5