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 22.27%
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
PRI icon
301
Primerica
PRI
$8.26B
$430K 0.01%
1,571
IWP icon
302
iShares Russell Mid-Cap Growth ETF
IWP
$20.4B
$427K 0.01%
3,077
EFA icon
303
iShares MSCI EAFE ETF
EFA
$69.2B
$427K 0.01%
4,772
-199
RBC icon
304
RBC Bearings
RBC
$14.3B
$426K 0.01%
1,107
+22
SCHV icon
305
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$417K 0.01%
15,055
-980
ROK icon
306
Rockwell Automation
ROK
$44.4B
$417K 0.01%
1,254
-7
NET icon
307
Cloudflare
NET
$68.5B
$411K 0.01%
2,100
+26
VGT icon
308
Vanguard Information Technology ETF
VGT
$112B
$408K 0.01%
615
CAG icon
309
Conagra Brands
CAG
$8.3B
$406K 0.01%
19,824
-786
OKE icon
310
Oneok
OKE
$45.1B
$401K 0.01%
4,917
+19
SHEL icon
311
Shell
SHEL
$205B
$395K 0.01%
5,613
CVNA icon
312
Carvana
CVNA
$63.7B
$378K 0.01%
+1,121
MDY icon
313
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
$374K 0.01%
660
WCN icon
314
Waste Connections
WCN
$44.9B
$374K 0.01%
2,002
+20
DFUV icon
315
Dimensional US Marketwide Value ETF
DFUV
$12.9B
$372K 0.01%
8,794
INTC icon
316
Intel
INTC
$176B
$369K 0.01%
16,493
+88
IJJ icon
317
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.05B
$367K 0.01%
2,969
QQQ icon
318
Invesco QQQ Trust
QQQ
$406B
$359K ﹤0.01%
651
CTVA icon
319
Corteva
CTVA
$44.8B
$354K ﹤0.01%
4,749
+26
JBTM
320
JBT Marel
JBTM
$8.02B
$345K ﹤0.01%
2,871
VOOV icon
321
Vanguard S&P 500 Value ETF
VOOV
$5.91B
$342K ﹤0.01%
1,811
MMM icon
322
3M
MMM
$86B
$338K ﹤0.01%
2,222
+515
DDOG icon
323
Datadog
DDOG
$49.2B
$334K ﹤0.01%
2,488
+30
PRU icon
324
Prudential Financial
PRU
$40.2B
$334K ﹤0.01%
3,108
+18
VRT icon
325
Vertiv
VRT
$61.1B
$331K ﹤0.01%
+2,576
11 12
13
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