BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.4B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

1
+$26.7M
2
+$24M
3
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

1 Technology 22.27%
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
226
$1.15M 0.02%
42,390
227
$1.13M 0.02%
7,310
+780
228
$1.12M 0.02%
12,375
+9
229
$1.1M 0.01%
4,045
+90
230
$1.07M 0.01%
7,634
+1,711
231
$1.06M 0.01%
24,711
+30
232
$1.06M 0.01%
4,320
-450
233
$1.03M 0.01%
10,411
+3
234
$997K 0.01%
+7,891
235
$996K 0.01%
5,042
+689
236
$985K 0.01%
65,788
+8,784
237
$981K 0.01%
8,172
+1,521
238
$979K 0.01%
23,299
-495
239
$979K 0.01%
4,781
240
$968K 0.01%
26,150
241
$937K 0.01%
11,012
+2,372
242
$898K 0.01%
7,050
-1,980
243
$889K 0.01%
3,299
+7
244
$887K 0.01%
3,245
+3
245
$883K 0.01%
34,188
246
$879K 0.01%
8,318
+7
247
$869K 0.01%
17,842
+2,370
248
$847K 0.01%
13,343
+507
249
$846K 0.01%
13,465
+336
250
$839K 0.01%
11,370
8 9
10
11 12