BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
1-Year Est. Return
17.82%
1 Year Est. Return
+17.82%
AUM
$7.4B
AUM Growth
+$471M
(+6.8%)
Holding
416
Top Buys
| 1 | +$15.2M | |
| 2 | +$13.2M | |
| 3 | +$12.2M | |
| 4 |
Floor & Decor
FND
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.79M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$24.4M | |
| 3 | +$5.21M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$5.13M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$5.1M |
Sector Composition
| 1 | Technology | 22.28% |
| 2 | Financials | 21.43% |
| 3 | Consumer Discretionary | 11.07% |
| 4 | Industrials | 8.65% |
| 5 | Healthcare | 7.36% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.82T
| $466M | 6.29% |
936,839
-8,016
|
|
||
2
Amazon
AMZN
$2.27T
| $323M | 4.36% |
1,472,534
+55,688
|
|
||
3
Apple
AAPL
$3.74T
| $314M | 4.24% |
1,529,670
-118,690
|
|
||
4
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| $284M | 3.84% |
4,581,466
+35,315
|
|
||
5
Alphabet (Google) Class A
GOOGL
$3.06T
| $282M | 3.81% |
1,598,545
-21,667
|
|
||
|
6
Berkshire Hathaway Class A
BRK.A
$1.06T
| $278M | 3.76% |
382
-7
|
|
||
7
NVIDIA
NVDA
$4.46T
| $245M | 3.31% |
1,550,657
-5,823
|
|
||
8
Mastercard
MA
$507B
| $222M | 3% |
394,630
+130
|
|
||
|
9
Berkshire Hathaway Class B
BRK.B
$1.06T
| $185M | 2.5% |
381,044
-10,557
|
|
||
10
Vanguard FTSE Developed Markets ETF
VEA
$178B
| $176M | 2.37% |
3,080,951
-58,024
|
|
||
11
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $160M | 2.16% |
3,226,154
+63,497
|
|
||
12
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| $158M | 2.14% |
1,447,377
+14,913
|
|
||
13
Union Pacific
UNP
$134B
| $155M | 2.09% |
671,927
-2,370
|
|
||
14
JPMorgan Chase
JPM
$810B
| $154M | 2.08% |
530,730
-1,158
|
|
||
15
Visa
V
$664B
| $149M | 2.02% |
420,172
-7,598
|
|
||
16
Palo Alto Networks
PANW
$141B
| $143M | 1.93% |
698,318
-4,866
|
|
||
|
17
Meta Platforms (Facebook)
META
$1.8T
| $136M | 1.84% |
184,759
+11,911
|
|
||
18
iShares Core S&P 500 ETF
IVV
$660B
| $120M | 1.62% |
192,841
+10,892
|
|
||
19
Old Dominion Freight Line
ODFL
$29B
| $112M | 1.51% |
688,961
+4,849
|
|
||
20
Broadcom
AVGO
$1.65T
| $108M | 1.46% |
393,367
-6,863
|
|
||
21
Progressive
PGR
$132B
| $108M | 1.46% |
404,372
-1,805
|
|
||
22
S&P Global
SPGI
$144B
| $106M | 1.43% |
201,265
-949
|
|
||
23
UnitedHealth
UNH
$323B
| $94.6M | 1.28% |
303,336
+20,163
|
|
||
24
Intuitive Surgical
ISRG
$160B
| $94.2M | 1.27% |
173,388
+1,242
|
|
||
25
Blackrock
BLK
$180B
| $90.7M | 1.23% |
86,470
-1,263
|
|