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
$7.88B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$40.5M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

1
+$53M
2
+$34.2M
3
+$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APD icon
276
Air Products & Chemicals
APD
$66.1B
$591K 0.01%
2,394
-669
MFC icon
277
Manulife Financial
MFC
$63.9B
$582K 0.01%
16,037
+321
NET icon
278
Cloudflare
NET
$73.4B
$579K 0.01%
2,935
+840
AWI icon
279
Armstrong World Industries
AWI
$7.65B
$578K 0.01%
3,027
CI icon
280
Cigna
CI
$73.7B
$558K 0.01%
2,026
-61
UL icon
281
Unilever
UL
$125B
$554K 0.01%
8,475
+128
AXON icon
282
Axon Enterprise
AXON
$32.9B
$549K 0.01%
967
+336
XRAY icon
283
Dentsply Sirona
XRAY
$2.47B
$541K 0.01%
47,366
ROAD icon
284
Construction Partners
ROAD
$7.05B
$515K 0.01%
4,743
-1,928
QQQ icon
285
Invesco QQQ Trust
QQQ
$424B
$515K 0.01%
838
+64
CMI icon
286
Cummins
CMI
$89.4B
$511K 0.01%
1,001
+156
AEP icon
287
American Electric Power
AEP
$72.1B
$510K 0.01%
4,420
-270
INTC icon
288
Intel
INTC
$332B
$504K 0.01%
13,670
-1,300
ARKF icon
289
ARK Blockchain & Fintech Innovation ETF
ARKF
$876M
$499K 0.01%
10,468
-271
MLM icon
290
Martin Marietta Materials
MLM
$37.4B
$489K 0.01%
786
+187
RBC icon
291
RBC Bearings
RBC
$18.7B
$487K 0.01%
1,085
WYNN icon
292
Wynn Resorts
WYNN
$11.1B
$484K 0.01%
4,022
+1,441
ALNY icon
293
Alnylam Pharmaceuticals
ALNY
$41.4B
$484K 0.01%
1,216
+422
IJT icon
294
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.22B
$477K 0.01%
3,380
-1,283
ROST icon
295
Ross Stores
ROST
$73.3B
$465K 0.01%
2,583
+463
SO icon
296
Southern Company
SO
$104B
$465K 0.01%
5,334
+270
DDOG icon
297
Datadog
DDOG
$46.2B
$465K 0.01%
3,419
+934
WAB icon
298
Wabtec
WAB
$44.5B
$464K 0.01%
2,174
+482
IVOG icon
299
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.56B
$464K 0.01%
3,860
VGT icon
300
Vanguard Information Technology ETF
VGT
$15.4B
$464K 0.01%
615
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