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
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$51.2M
3
+$33.6M
4
LOW icon
Lowe's Companies
LOW
+$12.5M
5
SYK icon
Stryker
SYK
+$10.7M

Top Sells

1
+$68.7M
2
+$21.2M
3
+$18.2M
4
LMT icon
Lockheed Martin
LMT
+$15.1M
5
IWF icon
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
MDLZ icon
226
Mondelez International
MDLZ
$72.2B
$1.16M 0.01%
18,538
-2,550
DFIN icon
227
Donnelley Financial Solutions
DFIN
$1.28B
$1.13M 0.01%
22,015
+1,331
TFC icon
228
Truist Financial
TFC
$59.5B
$1.13M 0.01%
24,711
OXY icon
229
Occidental Petroleum
OXY
$41.4B
$1.11M 0.01%
23,499
+200
MANH icon
230
Manhattan Associates
MANH
$10.7B
$1.1M 0.01%
5,362
+320
WWD icon
231
Woodward
WWD
$17.8B
$1.09M 0.01%
4,320
XPO icon
232
XPO
XPO
$15.9B
$1.09M 0.01%
8,440
+549
VIG icon
233
Vanguard Dividend Appreciation ETF
VIG
$100B
$1.08M 0.01%
4,995
+214
DOL icon
234
WisdomTree True Developed International Fund
DOL
$692M
$1.07M 0.01%
+17,112
C icon
235
Citigroup
C
$185B
$1.05M 0.01%
10,300
-712
GXO icon
236
GXO Logistics
GXO
$5.84B
$1M 0.01%
18,971
+1,129
SCHV icon
237
Schwab US Large-Cap Value ETF
SCHV
$14B
$990K 0.01%
34,007
+18,952
CL icon
238
Colgate-Palmolive
CL
$63.5B
$987K 0.01%
12,346
-29
KHC icon
239
Kraft Heinz
KHC
$29.5B
$981K 0.01%
37,667
+3,479
EFA icon
240
iShares MSCI EAFE ETF
EFA
$68.5B
$970K 0.01%
10,384
+5,612
SCHG icon
241
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$969K 0.01%
+30,364
LKQ icon
242
LKQ Corp
LKQ
$7.47B
$954K 0.01%
31,230
+5,080
OTIS icon
243
Otis Worldwide
OTIS
$34B
$952K 0.01%
10,411
CLX icon
244
Clorox
CLX
$12.9B
$934K 0.01%
7,572
-600
JCI icon
245
Johnson Controls International
JCI
$70.5B
$933K 0.01%
8,490
+172
CRM icon
246
Salesforce
CRM
$223B
$930K 0.01%
3,922
-123
ECL icon
247
Ecolab
ECL
$76.7B
$915K 0.01%
3,342
+43
HLI icon
248
Houlihan Lokey
HLI
$12.3B
$912K 0.01%
4,443
-44
EFV icon
249
iShares MSCI EAFE Value ETF
EFV
$27.2B
$907K 0.01%
13,369
+26
VMI icon
250
Valmont Industries
VMI
$8.01B
$863K 0.01%
2,227
8 9
10
11 12