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 22.28%
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
HLI icon
251
Houlihan Lokey
HLI
$12.7B
$807K 0.01%
4,487
+366
FICO icon
252
Fair Isaac
FICO
$38.9B
$797K 0.01%
436
+2
KMX icon
253
CarMax
KMX
$6.04B
$780K 0.01%
11,602
+12
XRAY icon
254
Dentsply Sirona
XRAY
$2.5B
$752K 0.01%
47,366
+96
IJK icon
255
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.27B
$747K 0.01%
8,215
-155
APD icon
256
Air Products & Chemicals
APD
$52.9B
$727K 0.01%
2,579
+15
VMI icon
257
Valmont Industries
VMI
$8.07B
$727K 0.01%
2,227
-40
ROAD icon
258
Construction Partners
ROAD
$6.47B
$709K 0.01%
6,671
EFG icon
259
iShares MSCI EAFE Growth ETF
EFG
$11.4B
$695K 0.01%
6,209
+205
MKC icon
260
McCormick & Company Non-Voting
MKC
$17.5B
$682K 0.01%
8,990
-450
DUK icon
261
Duke Energy
DUK
$96.2B
$677K 0.01%
5,737
-480
TT icon
262
Trane Technologies
TT
$97.2B
$673K 0.01%
1,538
+6
WEC icon
263
WEC Energy
WEC
$36.4B
$668K 0.01%
6,406
+41
CI icon
264
Cigna
CI
$69.8B
$662K 0.01%
2,004
+142
RCL icon
265
Royal Caribbean
RCL
$70.9B
$660K 0.01%
2,109
+394
BMY icon
266
Bristol-Myers Squibb
BMY
$93.7B
$648K 0.01%
14,006
+80
HCA icon
267
HCA Healthcare
HCA
$107B
$638K 0.01%
1,665
+5
ALLE icon
268
Allegion
ALLE
$14.3B
$629K 0.01%
+4,364
SWK icon
269
Stanley Black & Decker
SWK
$11B
$621K 0.01%
9,170
PWR icon
270
Quanta Services
PWR
$67.9B
$607K 0.01%
1,606
+14
PAYX icon
271
Paychex
PAYX
$41.7B
$591K 0.01%
4,066
COR icon
272
Cencora
COR
$68.1B
$580K 0.01%
1,935
+22
ARKF icon
273
ARK Fintech Innovation ETF
ARKF
$1.42B
$576K 0.01%
11,465
UL icon
274
Unilever
UL
$150B
$574K 0.01%
9,390
-3,300
ARES icon
275
Ares Management
ARES
$33.8B
$559K 0.01%
3,227
+35
9 10
11
12 13