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
301
$430K 0.01%
1,571
302
$427K 0.01%
3,077
303
$427K 0.01%
4,772
-199
304
$426K 0.01%
1,107
+22
305
$417K 0.01%
15,055
-980
306
$417K 0.01%
1,254
-7
307
$411K 0.01%
2,100
+26
308
$408K 0.01%
615
309
$406K 0.01%
19,824
-786
310
$401K 0.01%
4,917
+19
311
$395K 0.01%
5,613
312
$378K 0.01%
+1,121
313
$374K 0.01%
660
314
$374K 0.01%
2,002
+20
315
$372K 0.01%
8,794
316
$369K 0.01%
16,493
+88
317
$367K 0.01%
2,969
318
$359K ﹤0.01%
651
319
$354K ﹤0.01%
4,749
+26
320
$345K ﹤0.01%
2,871
321
$342K ﹤0.01%
1,811
322
$338K ﹤0.01%
2,222
+515
323
$334K ﹤0.01%
2,488
+30
324
$334K ﹤0.01%
3,108
+18
325
$331K ﹤0.01%
+2,576
11 12
13
14 15