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
276
$550K 0.01%
6,178
-697
277
$547K 0.01%
9,898
-3,159
278
$535K 0.01%
4,149
-352
279
$532K 0.01%
3,924
280
$532K 0.01%
4,457
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281
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7,658
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282
$524K 0.01%
633
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283
$517K 0.01%
16,164
284
$509K 0.01%
9,816
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285
$504K 0.01%
7,300
-250
286
$492K 0.01%
3,027
287
$486K 0.01%
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288
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7,677
289
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4,552
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290
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6,533
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291
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292
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293
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294
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1,195
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295
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296
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297
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298
$434K 0.01%
4,726
+37
299
$432K 0.01%
2,228
+37
300
$430K 0.01%
1,970
+654
10 11
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