BIM
Bridges Investment Management Portfolio holdings
AUM
$7.88B
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$7.88B
AUM Growth
+$60.8M
(+0.78%)
Holding
439
Top Buys
| 1 | +$103M | |
| 2 | +$40.5M | |
| 3 | +$13.7M | |
| 4 |
Eli Lilly
LLY
|
+$11.8M |
| 5 |
S&P Global
SPGI
|
+$10.3M |
Top Sells
| 1 | +$53M | |
| 2 | +$34.2M | |
| 3 | +$34M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$20M |
| 5 |
GHLD
Guild Holdings
GHLD
|
+$14.1M |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 10.91% |
| 4 | Communication Services | 8.43% |
| 5 | Industrials | 8.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.14T
| $437M | 5.54% |
903,355
-15,992
|
|
||
|
2
Alphabet (Google) Class A
GOOGL
$4.13T
| $434M | 5.51% |
1,387,611
-185,510
|
|
||
3
iShares Core S&P Mid-Cap ETF
IJH
$115B
| $397M | 5.04% |
6,015,226
+1,572,184
|
|
||
4
Apple
AAPL
$3.97T
| $372M | 4.72% |
1,368,537
-126,819
|
|
||
5
Amazon
AMZN
$2.69T
| $327M | 4.15% |
1,418,655
-32,271
|
|
||
6
NVIDIA
NVDA
$4.9T
| $279M | 3.54% |
1,497,363
+11,873
|
|
||
7
Berkshire Hathaway Class A
BRK.A
$1.02T
| $266M | 3.38% |
353
-15
|
|
||
8
Vanguard FTSE Developed Markets ETF
VEA
$223B
| $260M | 3.3% |
4,165,019
+155,493
|
|
||
9
Mastercard
MA
$465B
| $217M | 2.76% |
380,742
-10,273
|
|
||
|
10
Berkshire Hathaway Class B
BRK.B
$1.02T
| $186M | 2.36% |
369,471
-9,356
|
|
||
11
Vanguard FTSE Emerging Markets ETF
VWO
$120B
| $179M | 2.28% |
3,337,149
+104,745
|
|
||
12
iShares Core S&P 500 ETF
IVV
$782B
| $177M | 2.24% |
257,894
+59,647
|
|
||
13
Union Pacific
UNP
$149B
| $161M | 2.05% |
697,106
+29,410
|
|
||
14
JPMorgan Chase
JPM
$831B
| $160M | 2.03% |
497,685
-29,991
|
|
||
15
iShares Core S&P Small-Cap ETF
IJR
$101B
| $159M | 2.02% |
1,323,661
+29,569
|
|
||
16
Visa
V
$610B
| $143M | 1.82% |
408,040
-9,890
|
|
||
17
Palo Alto Networks
PANW
$136B
| $124M | 1.58% |
674,387
-12,935
|
|
||
18
Meta Platforms (Facebook)
META
$1.74T
| $122M | 1.54% |
184,106
+1,913
|
|
||
19
Broadcom
AVGO
$1.92T
| $120M | 1.53% |
347,480
-22,443
|
|
||
|
20
S&P Global
SPGI
$131B
| $115M | 1.46% |
219,986
+20,902
|
|
||
21
Old Dominion Freight Line
ODFL
$45.4B
| $108M | 1.38% |
691,568
+3,943
|
|
||
22
Lowe's Companies
LOW
$141B
| $108M | 1.37% |
446,441
+25,609
|
|
||
23
Intuitive Surgical
ISRG
$167B
| $96.1M | 1.22% |
169,622
-1,324
|
|
||
|
24
Alphabet (Google) Class C
GOOG
$4.11T
| $95.9M | 1.22% |
305,698
-69,669
|
|
||
25
Lithia Motors
LAD
$6.59B
| $94.5M | 1.2% |
284,325
+21,168
|
|