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
HAS icon
251
Hasbro
HAS
$12.1B
$862K 0.01%
11,370
ROAD icon
252
Construction Partners
ROAD
$6.47B
$847K 0.01%
6,671
MAR icon
253
Marriott International
MAR
$87.5B
$845K 0.01%
3,245
DV icon
254
DoubleVerify
DV
$1.69B
$839K 0.01%
70,017
+4,229
APD icon
255
Air Products & Chemicals
APD
$59.5B
$835K 0.01%
3,063
+484
WMB icon
256
Williams Companies
WMB
$75.2B
$825K 0.01%
13,023
-442
VNQ icon
257
Vanguard Real Estate ETF
VNQ
$35.5B
$819K 0.01%
8,955
+2,777
CBRE icon
258
CBRE Group
CBRE
$51.1B
$804K 0.01%
5,104
-2,530
IJK icon
259
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.73B
$788K 0.01%
8,215
KMX icon
260
CarMax
KMX
$6.92B
$775K 0.01%
17,262
+5,660
ALLE icon
261
Allegion
ALLE
$14.2B
$774K 0.01%
4,364
PWR icon
262
Quanta Services
PWR
$69.6B
$772K 0.01%
1,862
+256
HCA icon
263
HCA Healthcare
HCA
$107B
$763K 0.01%
1,791
+126
SCHM icon
264
Schwab US Mid-Cap ETF
SCHM
$13.1B
$748K 0.01%
+25,252
PSX icon
265
Phillips 66
PSX
$55.7B
$744K 0.01%
5,467
+1,010
BAM icon
266
Brookfield Asset Management
BAM
$85.1B
$740K 0.01%
12,988
+3,090
WEC icon
267
WEC Energy
WEC
$35.3B
$729K 0.01%
6,365
-41
DON icon
268
WisdomTree US MidCap Dividend Fund
DON
$3.86B
$725K 0.01%
+13,871
EFG icon
269
iShares MSCI EAFE Growth ETF
EFG
$9.82B
$709K 0.01%
6,224
+15
DUK icon
270
Duke Energy
DUK
$92.7B
$699K 0.01%
5,650
-87
RCL icon
271
Royal Caribbean
RCL
$75.3B
$698K 0.01%
2,157
+48
SWK icon
272
Stanley Black & Decker
SWK
$13.1B
$682K 0.01%
9,170
IJT icon
273
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.7B
$660K 0.01%
4,663
+1,284
FICO icon
274
Fair Isaac
FICO
$37.2B
$652K 0.01%
436
INGR icon
275
Ingredion
INGR
$7.3B
$648K 0.01%
5,304
+1,380
9 10
11
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