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
VNQ icon
276
Vanguard Real Estate ETF
VNQ
$33.5B
$550K 0.01%
6,178
-697
BAM icon
277
Brookfield Asset Management
BAM
$87.9B
$547K 0.01%
9,898
-3,159
KMB icon
278
Kimberly-Clark
KMB
$33.2B
$535K 0.01%
4,149
-352
INGR icon
279
Ingredion
INGR
$6.93B
$532K 0.01%
3,924
PSX icon
280
Phillips 66
PSX
$55.3B
$532K 0.01%
4,457
-550
VXUS icon
281
Vanguard Total International Stock ETF
VXUS
$107B
$529K 0.01%
7,658
-10
AXON icon
282
Axon Enterprise
AXON
$50.4B
$524K 0.01%
633
-56
MFC icon
283
Manulife Financial
MFC
$56.1B
$517K 0.01%
16,164
GIS icon
284
General Mills
GIS
$24.6B
$509K 0.01%
9,816
+400
NVO icon
285
Novo Nordisk
NVO
$210B
$504K 0.01%
7,300
-250
AWI icon
286
Armstrong World Industries
AWI
$8.27B
$492K 0.01%
3,027
WAB icon
287
Wabtec
WAB
$35.4B
$486K 0.01%
2,323
-44
CAKE icon
288
Cheesecake Factory
CAKE
$2.43B
$481K 0.01%
7,677
AEP icon
289
American Electric Power
AEP
$64.2B
$472K 0.01%
4,552
+22
TTD icon
290
Trade Desk
TTD
$23.3B
$470K 0.01%
6,533
+720
AJG icon
291
Arthur J. Gallagher & Co
AJG
$64.4B
$457K 0.01%
1,427
+3
HLT icon
292
Hilton Worldwide
HLT
$61.5B
$457K 0.01%
+1,715
IJT icon
293
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.23B
$450K 0.01%
3,379
LPLA icon
294
LPL Financial
LPLA
$30.3B
$448K 0.01%
1,195
+9
TRI icon
295
Thomson Reuters
TRI
$65.3B
$444K 0.01%
2,207
BR icon
296
Broadridge
BR
$25.6B
$437K 0.01%
1,799
-77
IVOG icon
297
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.16B
$436K 0.01%
3,860
SO icon
298
Southern Company
SO
$101B
$434K 0.01%
4,726
+37
VST icon
299
Vistra
VST
$64.4B
$432K 0.01%
2,228
+37
NXPI icon
300
NXP Semiconductors
NXPI
$52.7B
$430K 0.01%
1,970
+654
10 11
12
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