BIM
Bridges Investment Management Portfolio holdings
AUM
$7.38B
1-Year Est. Return
15.39%
This Fund
S&P 500
1 Year Est. Return
+15.39%
AUM
$7.38B
AUM Growth
-$503M
(-6.4%)
Holding
425
Top Buys
| 1 | +$17.5M | |
| 2 | +$16.2M | |
| 3 | +$15.2M | |
| 4 |
ServiceNow
NOW
|
+$13.7M |
| 5 |
Copart
CPRT
|
+$13.2M |
Top Sells
| 1 | +$38M | |
| 2 | +$34.4M | |
| 3 | +$25.2M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$17.5M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$17.3M |
Sector Composition
| 1 | Technology | 19.57% |
| 2 | Financials | 18.6% |
| 3 | Consumer Discretionary | 11.17% |
| 4 | Industrials | 9.03% |
| 5 | Communication Services | 7.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P Mid-Cap ETF
IJH
$120B
| $390M | 5.29% |
5,782,188
-233,038
|
|
||
|
2
Alphabet (Google) Class A
GOOGL
$4.38T
| $383M | 5.19% |
1,332,433
-55,178
|
|
||
3
Microsoft
MSFT
$3.28T
| $336M | 4.55% |
907,119
+3,764
|
|
||
4
Apple
AAPL
$4.63T
| $314M | 4.25% |
1,236,543
-131,994
|
|
||
5
Amazon
AMZN
$2.76T
| $293M | 3.97% |
1,406,179
-12,476
|
|
||
6
Vanguard FTSE Developed Markets ETF
VEA
$232B
| $284M | 3.85% |
4,430,181
+265,162
|
|
||
7
NVIDIA
NVDA
$5.4T
| $259M | 3.51% |
1,484,413
-12,950
|
|
||
8
Berkshire Hathaway Class A
BRK.A
$1.02T
| $242M | 3.28% |
337
-16
|
|
||
9
Mastercard
MA
$422B
| $189M | 2.56% |
378,188
-2,554
|
|
||
10
Vanguard FTSE Emerging Markets ETF
VWO
$125B
| $187M | 2.53% |
3,455,673
+118,524
|
|
||
|
11
Berkshire Hathaway Class B
BRK.B
$1.02T
| $170M | 2.31% |
354,987
-14,484
|
|
||
12
iShares Core S&P Small-Cap ETF
IJR
$104B
| $167M | 2.26% |
1,341,939
+18,278
|
|
||
|
13
iShares Core S&P 500 ETF
IVV
$846B
| $152M | 2.06% |
232,208
-25,686
|
|
||
14
JPMorgan Chase
JPM
$806B
| $145M | 1.97% |
493,072
-4,613
|
|
||
15
Union Pacific
UNP
$157B
| $144M | 1.95% |
594,231
-102,875
|
|
||
16
Old Dominion Freight Line
ODFL
$47.6B
| $126M | 1.7% |
642,375
-49,193
|
|
||
17
Visa
V
$603B
| $123M | 1.66% |
405,777
-2,263
|
|
||
18
Casey's General Stores
CASY
$27.9B
| $113M | 1.54% |
155,741
-2,427
|
|
||
19
Lowe's Companies
LOW
$116B
| $106M | 1.43% |
447,160
+719
|
|
||
20
Meta Platforms (Facebook)
META
$1.52T
| $106M | 1.43% |
184,587
+481
|
|
||
21
Palo Alto Networks
PANW
$241B
| $105M | 1.43% |
656,421
-17,966
|
|
||
22
Broadcom
AVGO
$2.28T
| $104M | 1.41% |
335,238
-12,242
|
|
||
23
S&P Global
SPGI
$124B
| $101M | 1.37% |
237,483
+17,497
|
|
||
|
24
Alphabet (Google) Class C
GOOG
$4.34T
| $84M | 1.14% |
292,816
-12,882
|
|
||
25
Progressive
PGR
$115B
| $77.8M | 1.05% |
392,581
-5,537
|
|