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
LPLA icon
301
LPL Financial
LPLA
$28.4B
$447K 0.01%
1,344
+149
HLT icon
302
Hilton Worldwide
HLT
$65.4B
$444K 0.01%
1,712
-3
BR icon
303
Broadridge
BR
$26.6B
$439K 0.01%
1,844
+45
ROK icon
304
Rockwell Automation
ROK
$43.9B
$438K 0.01%
1,254
IWP icon
305
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
$438K 0.01%
3,077
PRI icon
306
Primerica
PRI
$8.07B
$436K 0.01%
1,571
VST icon
307
Vistra
VST
$58.5B
$436K 0.01%
2,224
-4
AJG icon
308
Arthur J. Gallagher & Co
AJG
$62.7B
$433K 0.01%
1,398
-29
VRT icon
309
Vertiv
VRT
$69.2B
$429K 0.01%
2,842
+266
RBC icon
310
RBC Bearings
RBC
$13.9B
$423K 0.01%
1,085
-22
CVNA icon
311
Carvana
CVNA
$54B
$422K 0.01%
1,119
-2
CAKE icon
312
Cheesecake Factory
CAKE
$2.39B
$419K 0.01%
7,677
NVO icon
313
Novo Nordisk
NVO
$211B
$405K 0.01%
7,304
+4
JBTM
314
JBT Marel
JBTM
$7.28B
$403K 0.01%
2,871
SHEL icon
315
Shell
SHEL
$211B
$402K 0.01%
5,621
+8
MDY icon
316
SPDR S&P MidCap 400 ETF Trust
MDY
$23.3B
$393K 0.01%
660
DFUV icon
317
Dimensional US Marketwide Value ETF
DFUV
$12.5B
$393K 0.01%
8,794
MPWR icon
318
Monolithic Power Systems
MPWR
$45.6B
$392K 0.01%
426
IJJ icon
319
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.87B
$385K ﹤0.01%
2,969
MLM icon
320
Martin Marietta Materials
MLM
$36.7B
$378K ﹤0.01%
599
-2
OKE icon
321
Oneok
OKE
$46B
$367K ﹤0.01%
5,027
+110
NXPI icon
322
NXP Semiconductors
NXPI
$54.2B
$367K ﹤0.01%
1,610
-360
CAG icon
323
Conagra Brands
CAG
$8.24B
$363K ﹤0.01%
19,824
ALNY icon
324
Alnylam Pharmaceuticals
ALNY
$61.4B
$362K ﹤0.01%
+794
VOOV icon
325
Vanguard S&P 500 Value ETF
VOOV
$5.87B
$361K ﹤0.01%
1,811
11 12
13
14 15