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
251
$807K 0.01%
4,487
+366
252
$797K 0.01%
436
+2
253
$780K 0.01%
11,602
+12
254
$752K 0.01%
47,366
+96
255
$747K 0.01%
8,215
-155
256
$727K 0.01%
2,579
+15
257
$727K 0.01%
2,227
-40
258
$709K 0.01%
6,671
259
$695K 0.01%
6,209
+205
260
$682K 0.01%
8,990
-450
261
$677K 0.01%
5,737
-480
262
$673K 0.01%
1,538
+6
263
$668K 0.01%
6,406
+41
264
$662K 0.01%
2,004
+142
265
$660K 0.01%
2,109
+394
266
$648K 0.01%
14,006
+80
267
$638K 0.01%
1,665
+5
268
$629K 0.01%
+4,364
269
$621K 0.01%
9,170
270
$607K 0.01%
1,606
+14
271
$591K 0.01%
4,066
272
$580K 0.01%
1,935
+22
273
$576K 0.01%
11,465
274
$574K 0.01%
8,347
-2,933
275
$559K 0.01%
3,227
+35
9 10
11
12 13