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
$2.13B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
371
New
Increased
Reduced
Closed

Top Buys

1
+$20.5M
2
+$19.3M
3
+$19.2M
4
UNH icon
UnitedHealth
UNH
+$16M
5
CELG
Celgene Corp
CELG
+$15.1M

Top Sells

1
+$6.77M
2
+$2.99M
3
+$2.44M
4
AET
Aetna Inc
AET
+$1.91M
5
AGN
Allergan plc
AGN
+$1.35M

Sector Composition

1 Financials 22.15%
2 Technology 10.36%
3 Industrials 10%
4 Healthcare 9.88%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$110M 5.15%
358
+8
2
$87.3M 4.1%
2,214,476
+486,612
3
$79.8M 3.75%
2,403,860
+402,220
4
$71.5M 3.36%
517,477
+66,103
5
$71.2M 3.35%
1,027,306
+192,658
6
$64M 3.01%
313,525
+30,764
7
$58.1M 2.73%
308,225
+9,030
8
$57.7M 2.71%
1,265,695
-65,621
9
$50.2M 2.36%
383,177
+16,693
10
$49.2M 2.31%
940,760
+392,760
11
$44.3M 2.08%
436,458
+189,543
12
$42.9M 2.02%
571,240
+165,400
13
$42.1M 1.98%
378,916
+27,063
14
$40M 1.88%
303,395
+98,686
15
$35.6M 1.67%
555,785
+236,174
16
$33.3M 1.57%
19,358
+6,888
17
$33.2M 1.56%
302,709
+91,050
18
$32.9M 1.55%
83,861
+29,288
19
$27.8M 1.31%
255,757
+21,293
20
$27.7M 1.3%
214,688
+20,789
21
$26.4M 1.24%
349,274
+128,537
22
$26.2M 1.23%
81,254
+6,920
23
$25.8M 1.21%
103,722
+64,338
24
$25M 1.17%
255,941
+39,920
25
$24.8M 1.17%
153,915
+59,110
1
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