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
$2.98B
AUM Growth
+$160M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$11.1M
3
+$5.75M
4
ZTS icon
Zoetis
ZTS
+$5.51M
5
PYPL icon
PayPal
PYPL
+$3.87M

Top Sells

1
+$16.1M
2
+$8.39M
3
+$6.5M
4
UNP icon
Union Pacific
UNP
+$5.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.12M

Sector Composition

1 Financials 20.77%
2 Technology 18.79%
3 Healthcare 8.1%
4 Consumer Discretionary 8.02%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$195M 6.55%
1,006,406
-83,138
2
$175M 5.85%
337
+53
3
$153M 5.14%
449,513
-10,488
4
$138M 4.62%
2,634,615
+71,940
5
$99.5M 3.34%
2,153,967
+10,374
6
$98.1M 3.29%
2,410,934
+17,525
7
$96.9M 3.25%
972,276
-9,338
8
$95.3M 3.2%
796,506
-21,917
9
$94.6M 3.17%
725,597
+8,797
10
$92.4M 3.1%
234,819
-9,494
11
$85.3M 2.86%
250,129
+3,021
12
$55M 1.85%
231,597
-2,985
13
$54.4M 1.82%
265,653
-29,146
14
$53.8M 1.81%
111,962
+3,194
15
$53.5M 1.8%
289,442
-3,434
16
$51.5M 1.73%
1,216,500
-99,990
17
$51.1M 1.72%
400,128
-9,204
18
$49.7M 1.67%
180,619
-18,606
19
$40.8M 1.37%
258,364
-24,729
20
$38.9M 1.3%
321,301
-17,478
21
$38.4M 1.29%
264,073
-14,325
22
$36.1M 1.21%
81,023
-2,095
23
$35.8M 1.2%
658,804
-1,234
24
$35.7M 1.2%
114,877
-10,992
25
$35.1M 1.18%
71,810
-937
1
2 3 4 5