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
AMD icon
301
Advanced Micro Devices
AMD
$464B
$458K 0.01%
2,137
+341
PAYX icon
302
Paychex
PAYX
$33.6B
$456K 0.01%
4,063
+24
NTRA icon
303
Natera
NTRA
$29.1B
$446K 0.01%
1,948
+532
JBTM
304
JBT Marel
JBTM
$6.9B
$433K 0.01%
2,871
IWP icon
305
iShares Russell Mid-Cap Growth ETF
IWP
$19.7B
$421K 0.01%
3,077
KMB icon
306
Kimberly-Clark
KMB
$32.1B
$419K 0.01%
4,149
BR icon
307
Broadridge
BR
$18.9B
$412K 0.01%
1,844
VST icon
308
Vistra
VST
$52.4B
$410K 0.01%
2,539
+315
MPWR icon
309
Monolithic Power Systems
MPWR
$75B
$407K 0.01%
449
+23
SHEL icon
310
Shell
SHEL
$248B
$405K 0.01%
5,518
-103
CRS icon
311
Carpenter Technology
CRS
$21.9B
$399K 0.01%
1,267
+433
PRI icon
312
Primerica
PRI
$8.78B
$396K 0.01%
1,533
-38
WCN icon
313
Waste Connections
WCN
$40.2B
$395K 0.01%
2,255
+612
NUE icon
314
Nucor
NUE
$47.4B
$395K 0.01%
2,421
+22
MRVL icon
315
Marvell Technology
MRVL
$132B
$393K 0.01%
4,625
+906
NXPI icon
316
NXP Semiconductors
NXPI
$56.7B
$384K ﹤0.01%
1,770
+160
CAKE icon
317
Cheesecake Factory
CAKE
$3.08B
$373K ﹤0.01%
7,385
-292
NVO icon
318
Novo Nordisk
NVO
$175B
$372K ﹤0.01%
7,311
+7
IJJ icon
319
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.49B
$370K ﹤0.01%
2,814
-155
IDXX icon
320
Idexx Laboratories
IDXX
$45.2B
$366K ﹤0.01%
541
+145
VYM icon
321
Vanguard High Dividend Yield ETF
VYM
$75.7B
$364K ﹤0.01%
+2,537
INSM icon
322
Insmed
INSM
$30.4B
$362K ﹤0.01%
2,081
+544
ITT icon
323
ITT
ITT
$19.6B
$357K ﹤0.01%
2,060
+778
VOE icon
324
Vanguard Mid-Cap Value ETF
VOE
$22.2B
$350K ﹤0.01%
1,975
RDDT icon
325
Reddit
RDDT
$30B
$347K ﹤0.01%
+1,509
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