BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.88B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$40.5M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

1
+$53M
2
+$34.2M
3
+$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
326
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.2B
$340K ﹤0.01%
563
-97
PRU icon
327
Prudential Financial
PRU
$34.9B
$340K ﹤0.01%
3,008
-100
AJG icon
328
Arthur J. Gallagher & Co
AJG
$52.9B
$327K ﹤0.01%
1,263
-135
TYL icon
329
Tyler Technologies
TYL
$13.8B
$326K ﹤0.01%
718
+209
CPAY icon
330
Corpay
CPAY
$20.1B
$326K ﹤0.01%
1,082
+294
CATH icon
331
Global X S&P 500 Catholic Values ETF
CATH
$1.22B
$320K ﹤0.01%
3,897
VONV icon
332
Vanguard Russell 1000 Value ETF
VONV
$18.2B
$318K ﹤0.01%
3,444
CHWY icon
333
Chewy
CHWY
$10.2B
$316K ﹤0.01%
9,564
+2,689
LNT icon
334
Alliant Energy
LNT
$18.9B
$314K ﹤0.01%
4,825
PODD icon
335
Insulet
PODD
$11.6B
$313K ﹤0.01%
1,102
+300
FCX icon
336
Freeport-McMoran
FCX
$82.9B
$313K ﹤0.01%
6,157
+121
GS icon
337
Goldman Sachs
GS
$271B
$312K ﹤0.01%
355
+34
HLMN icon
338
Hillman Solutions
HLMN
$1.52B
$305K ﹤0.01%
35,264
AFL icon
339
Aflac
AFL
$58.4B
$305K ﹤0.01%
2,769
+72
THO icon
340
Thor Industries
THO
$3.96B
$302K ﹤0.01%
2,944
LEG icon
341
Leggett & Platt
LEG
$1.48B
$298K ﹤0.01%
27,129
TER icon
342
Teradyne
TER
$55.9B
$298K ﹤0.01%
+1,538
SCHV icon
343
Schwab US Large-Cap Value ETF
SCHV
$15.2B
$296K ﹤0.01%
9,995
-24,012
PTC icon
344
PTC
PTC
$16.4B
$293K ﹤0.01%
1,682
+429
Q
345
Qnity Electronics Inc
Q
$30.7B
$291K ﹤0.01%
+3,565
TRI icon
346
Thomson Reuters
TRI
$41.6B
$291K ﹤0.01%
2,207
ZM icon
347
Zoom
ZM
$32.2B
$291K ﹤0.01%
+3,367
TRMB icon
348
Trimble
TRMB
$15.9B
$288K ﹤0.01%
3,681
+1,018
MMM icon
349
3M
MMM
$74.5B
$288K ﹤0.01%
1,801
-166
CHRW icon
350
C.H. Robinson
CHRW
$19.7B
$284K ﹤0.01%
+1,766
12 13
14
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