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
$7.4B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.2M
3
+$12.2M
4
FND icon
Floor & Decor
FND
+$10.7M
5
META icon
Meta Platforms (Facebook)
META
+$8.79M

Top Sells

1
+$27.7M
2
+$24.4M
3
+$5.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.13M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.1M

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
WMG icon
226
Warner Music
WMG
$15.3B
$1.15M 0.02%
42,390
ATO icon
227
Atmos Energy
ATO
$27B
$1.13M 0.02%
7,310
+780
CL icon
228
Colgate-Palmolive
CL
$63.2B
$1.12M 0.02%
12,375
+9
CRM icon
229
Salesforce
CRM
$244B
$1.1M 0.01%
4,045
+90
CBRE icon
230
CBRE Group
CBRE
$48.1B
$1.07M 0.01%
7,634
+1,711
TFC icon
231
Truist Financial
TFC
$64.1B
$1.06M 0.01%
24,711
+30
WWD icon
232
Woodward
WWD
$18.4B
$1.06M 0.01%
4,320
-450
OTIS icon
233
Otis Worldwide
OTIS
$33.9B
$1.03M 0.01%
10,411
+3
XPO icon
234
XPO
XPO
$16.3B
$997K 0.01%
+7,891
MANH icon
235
Manhattan Associates
MANH
$10.6B
$996K 0.01%
5,042
+689
DV icon
236
DoubleVerify
DV
$1.82B
$985K 0.01%
65,788
+8,784
CLX icon
237
Clorox
CLX
$12B
$981K 0.01%
8,172
+1,521
OXY icon
238
Occidental Petroleum
OXY
$39B
$979K 0.01%
23,299
-495
VIG icon
239
Vanguard Dividend Appreciation ETF
VIG
$101B
$979K 0.01%
4,781
LKQ icon
240
LKQ Corp
LKQ
$7.61B
$968K 0.01%
26,150
C icon
241
Citigroup
C
$206B
$937K 0.01%
11,012
+2,372
ARW icon
242
Arrow Electronics
ARW
$5.83B
$898K 0.01%
7,050
-1,980
ECL icon
243
Ecolab
ECL
$74.7B
$889K 0.01%
3,299
+7
MAR icon
244
Marriott International
MAR
$83.2B
$887K 0.01%
3,245
+3
KHC icon
245
Kraft Heinz
KHC
$29B
$883K 0.01%
34,188
JCI icon
246
Johnson Controls International
JCI
$73B
$879K 0.01%
8,318
+7
GXO icon
247
GXO Logistics
GXO
$6.1B
$869K 0.01%
17,842
+2,370
EFV icon
248
iShares MSCI EAFE Value ETF
EFV
$27.3B
$847K 0.01%
13,343
+507
WMB icon
249
Williams Companies
WMB
$71.1B
$846K 0.01%
13,465
+336
HAS icon
250
Hasbro
HAS
$11.5B
$839K 0.01%
11,370
8 9
10
11 12