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
TT icon
276
Trane Technologies
TT
$91.2B
$641K 0.01%
1,518
-20
BMY icon
277
Bristol-Myers Squibb
BMY
$98.2B
$622K 0.01%
13,785
-221
ARKF icon
278
ARK Blockchain & Fintech Innovation ETF
ARKF
$1.13B
$610K 0.01%
10,739
-726
CI icon
279
Cigna
CI
$73.2B
$602K 0.01%
2,087
+83
MKC icon
280
McCormick & Company Non-Voting
MKC
$17.6B
$602K 0.01%
8,990
XRAY icon
281
Dentsply Sirona
XRAY
$2.22B
$601K 0.01%
47,366
DEM icon
282
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.29B
$599K 0.01%
+13,020
AWI icon
283
Armstrong World Industries
AWI
$8.12B
$593K 0.01%
3,027
VXUS icon
284
Vanguard Total International Stock ETF
VXUS
$111B
$561K 0.01%
7,643
-15
UL icon
285
Unilever
UL
$146B
$557K 0.01%
9,390
COR icon
286
Cencora
COR
$68B
$543K 0.01%
1,738
-197
AEP icon
287
American Electric Power
AEP
$63.7B
$528K 0.01%
4,690
+138
RBLX icon
288
Roblox
RBLX
$65.8B
$526K 0.01%
+3,794
KMB icon
289
Kimberly-Clark
KMB
$35.5B
$516K 0.01%
4,149
ARES icon
290
Ares Management
ARES
$35.2B
$514K 0.01%
3,217
-10
PAYX icon
291
Paychex
PAYX
$39.9B
$512K 0.01%
4,039
-27
INTC icon
292
Intel
INTC
$207B
$502K 0.01%
14,970
-1,523
GIS icon
293
General Mills
GIS
$24.5B
$495K 0.01%
9,816
MFC icon
294
Manulife Financial
MFC
$58.9B
$490K 0.01%
15,716
-448
SO icon
295
Southern Company
SO
$98B
$480K 0.01%
5,064
+338
QQQ icon
296
Invesco QQQ Trust
QQQ
$407B
$465K 0.01%
774
+123
IVOG icon
297
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.35B
$461K 0.01%
3,860
VGT icon
298
Vanguard Information Technology ETF
VGT
$114B
$459K 0.01%
615
AXON icon
299
Axon Enterprise
AXON
$42.4B
$453K 0.01%
631
-2
NET icon
300
Cloudflare
NET
$70.5B
$450K 0.01%
2,095
-5
10 11
12
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