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
CMI icon
326
Cummins
CMI
$69.2B
$357K ﹤0.01%
845
+26
DDOG icon
327
Datadog
DDOG
$55.1B
$354K ﹤0.01%
2,485
-3
VOE icon
328
Vanguard Mid-Cap Value ETF
VOE
$19.5B
$345K ﹤0.01%
1,975
TRI icon
329
Thomson Reuters
TRI
$58.9B
$343K ﹤0.01%
2,207
WAB icon
330
Wabtec
WAB
$35.5B
$339K ﹤0.01%
1,692
-631
WYNN icon
331
Wynn Resorts
WYNN
$13.8B
$331K ﹤0.01%
2,581
+317
VTWO icon
332
Vanguard Russell 2000 ETF
VTWO
$13.4B
$327K ﹤0.01%
+3,340
PBH icon
333
Prestige Consumer Healthcare
PBH
$2.85B
$327K ﹤0.01%
5,235
+1,379
LNT icon
334
Alliant Energy
LNT
$17.2B
$325K ﹤0.01%
4,825
-25
NUE icon
335
Nucor
NUE
$36.7B
$325K ﹤0.01%
2,399
TTD icon
336
Trade Desk
TTD
$19.5B
$325K ﹤0.01%
6,627
+94
HLMN icon
337
Hillman Solutions
HLMN
$1.71B
$324K ﹤0.01%
35,264
ROST icon
338
Ross Stores
ROST
$57.8B
$323K ﹤0.01%
2,120
-11
LW icon
339
Lamb Weston
LW
$8.19B
$323K ﹤0.01%
5,560
ORLY icon
340
O'Reilly Automotive
ORLY
$84B
$323K ﹤0.01%
2,995
+85
PRU icon
341
Prudential Financial
PRU
$37.7B
$322K ﹤0.01%
3,108
CTVA icon
342
Corteva
CTVA
$44.2B
$320K ﹤0.01%
4,738
-11
BOH icon
343
Bank of Hawaii
BOH
$2.63B
$318K ﹤0.01%
4,846
CATH icon
344
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$316K ﹤0.01%
3,897
-319
MRVL icon
345
Marvell Technology
MRVL
$80B
$313K ﹤0.01%
3,719
+462
FUL icon
346
H.B. Fuller
FUL
$3.15B
$308K ﹤0.01%
5,204
VONV icon
347
Vanguard Russell 1000 Value ETF
VONV
$14.7B
$308K ﹤0.01%
3,444
-16
MMM icon
348
3M
MMM
$90.9B
$305K ﹤0.01%
1,967
-255
THO icon
349
Thor Industries
THO
$5.76B
$305K ﹤0.01%
2,944
AFL icon
350
Aflac
AFL
$57.1B
$301K ﹤0.01%
2,697
+272
12 13
14
15 16