BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.82B
AUM Growth
+$419M
(+5.7%)
Holding
434
Top Buys
| 1 | +$55.6M | |
| 2 | +$51.2M | |
| 3 | +$33.6M | |
| 4 |
Lowe's Companies
LOW
|
+$12.5M |
| 5 |
Stryker
SYK
|
+$10.7M |
Top Sells
| 1 | +$68.7M | |
| 2 | +$21.2M | |
| 3 | +$18.2M | |
| 4 |
Lockheed Martin
LMT
|
+$15.1M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$14.8M |
Sector Composition
| 1 | Technology | 22.8% |
| 2 | Financials | 20.39% |
| 3 | Consumer Discretionary | 11.14% |
| 4 | Industrials | 8.6% |
| 5 | Communication Services | 7.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Microsoft
MSFT
$3.62T
| $476M | 6.09% |
919,347
-17,492
|
|
||
2
Alphabet (Google) Class A
GOOGL
$3.8T
| $382M | 4.89% |
1,573,121
-25,424
|
|
||
3
Apple
AAPL
$4.18T
| $381M | 4.87% |
1,495,356
-34,314
|
|
||
4
Amazon
AMZN
$2.5T
| $319M | 4.07% |
1,450,926
-21,608
|
|
||
5
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $290M | 3.71% |
4,443,042
-138,424
|
|
||
6
Berkshire Hathaway Class A
BRK.A
$1.09T
| $278M | 3.55% |
368
-14
|
|
||
7
NVIDIA
NVDA
$4.37T
| $277M | 3.54% |
1,485,490
-65,167
|
|
||
8
Vanguard FTSE Developed Markets ETF
VEA
$184B
| $240M | 3.07% |
4,009,526
+928,575
|
|
||
9
Mastercard
MA
$488B
| $222M | 2.84% |
391,015
-3,615
|
|
||
|
10
Berkshire Hathaway Class B
BRK.B
$1.1T
| $190M | 2.43% |
378,827
-2,217
|
|
||
11
Vanguard FTSE Emerging Markets ETF
VWO
$104B
| $175M | 2.24% |
3,232,404
+6,250
|
|
||
12
JPMorgan Chase
JPM
$841B
| $166M | 2.13% |
527,676
-3,054
|
|
||
13
Union Pacific
UNP
$137B
| $158M | 2.02% |
667,696
-4,231
|
|
||
14
iShares Core S&P Small-Cap ETF
IJR
$87.7B
| $154M | 1.97% |
1,294,092
-153,285
|
|
||
15
Visa
V
$638B
| $143M | 1.82% |
417,930
-2,242
|
|
||
16
Palo Alto Networks
PANW
$131B
| $140M | 1.79% |
687,322
-10,996
|
|
||
17
Meta Platforms (Facebook)
META
$1.62T
| $134M | 1.71% |
182,193
-2,566
|
|
||
18
iShares Core S&P 500 ETF
IVV
$729B
| $133M | 1.7% |
198,247
+5,406
|
|
||
19
Broadcom
AVGO
$1.82T
| $122M | 1.56% |
369,923
-23,444
|
|
||
|
20
Lowe's Companies
LOW
$138B
| $106M | 1.35% |
420,832
+49,858
|
|
||
21
Blackrock
BLK
$161B
| $101M | 1.29% |
86,335
-135
|
|
||
22
Progressive
PGR
$134B
| $98.7M | 1.26% |
399,834
-4,538
|
|
||
23
Casey's General Stores
CASY
$21.2B
| $98.5M | 1.26% |
174,188
-735
|
|
||
24
S&P Global
SPGI
$150B
| $96.9M | 1.24% |
199,084
-2,181
|
|
||
25
Old Dominion Freight Line
ODFL
$29.2B
| $96.8M | 1.24% |
687,625
-1,336
|
|