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 22.28%
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
MLM icon
326
Martin Marietta Materials
MLM
$38.1B
$330K ﹤0.01%
601
+5
BOH icon
327
Bank of Hawaii
BOH
$2.59B
$327K ﹤0.01%
4,846
VOE icon
328
Vanguard Mid-Cap Value ETF
VOE
$18.8B
$325K ﹤0.01%
1,975
-288
HBI icon
329
Hanesbrands
HBI
$2.29B
$323K ﹤0.01%
70,520
CPAY icon
330
Corpay
CPAY
$18.2B
$319K ﹤0.01%
960
+10
CATH icon
331
Global X S&P 500 Catholic Values ETF
CATH
$1.11B
$318K ﹤0.01%
4,216
+165
DKNG icon
332
DraftKings
DKNG
$14.2B
$313K ﹤0.01%
7,304
+659
FUL icon
333
H.B. Fuller
FUL
$3.09B
$313K ﹤0.01%
5,204
MPWR icon
334
Monolithic Power Systems
MPWR
$47.4B
$312K ﹤0.01%
426
+79
NUE icon
335
Nucor
NUE
$33B
$311K ﹤0.01%
2,399
PBH icon
336
Prestige Consumer Healthcare
PBH
$2.95B
$308K ﹤0.01%
3,856
+82
EVTC icon
337
Evertec
EVTC
$1.8B
$308K ﹤0.01%
8,538
SYBT icon
338
Stock Yards Bancorp
SYBT
$1.94B
$308K ﹤0.01%
3,897
TYL icon
339
Tyler Technologies
TYL
$20B
$302K ﹤0.01%
510
+7
VONV icon
340
Vanguard Russell 1000 Value ETF
VONV
$13.7B
$295K ﹤0.01%
3,460
+103
LNT icon
341
Alliant Energy
LNT
$17.1B
$293K ﹤0.01%
4,850
-17
CHWY icon
342
Chewy
CHWY
$13.7B
$293K ﹤0.01%
+6,874
SBUX icon
343
Starbucks
SBUX
$90.5B
$290K ﹤0.01%
3,170
-410
LW icon
344
Lamb Weston
LW
$8.64B
$288K ﹤0.01%
5,560
NTRA icon
345
Natera
NTRA
$26.6B
$286K ﹤0.01%
1,690
+14
WDFC icon
346
WD-40
WDFC
$2.68B
$277K ﹤0.01%
1,216
UNF icon
347
Unifirst Corp
UNF
$2.78B
$273K ﹤0.01%
1,450
COIN icon
348
Coinbase
COIN
$84.9B
$272K ﹤0.01%
+776
ROST icon
349
Ross Stores
ROST
$52.5B
$272K ﹤0.01%
2,131
+214
ALL icon
350
Allstate
ALL
$51.4B
$272K ﹤0.01%
1,350
+6
12 13
14
15 16