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
326
$330K ﹤0.01%
601
+5
327
$327K ﹤0.01%
4,846
328
$325K ﹤0.01%
1,975
-288
329
$323K ﹤0.01%
70,520
330
$319K ﹤0.01%
960
+10
331
$318K ﹤0.01%
4,216
+165
332
$313K ﹤0.01%
7,304
+659
333
$313K ﹤0.01%
5,204
334
$312K ﹤0.01%
426
+79
335
$311K ﹤0.01%
2,399
336
$308K ﹤0.01%
3,856
+82
337
$308K ﹤0.01%
8,538
338
$308K ﹤0.01%
3,897
339
$302K ﹤0.01%
510
+7
340
$295K ﹤0.01%
3,460
+103
341
$293K ﹤0.01%
4,850
-17
342
$293K ﹤0.01%
+6,874
343
$290K ﹤0.01%
3,170
-410
344
$288K ﹤0.01%
5,560
345
$286K ﹤0.01%
1,690
+14
346
$277K ﹤0.01%
1,216
347
$273K ﹤0.01%
1,450
348
$272K ﹤0.01%
+776
349
$272K ﹤0.01%
2,131
+214
350
$272K ﹤0.01%
1,350
+6
12 13
14
15 16