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
DASH icon
351
DoorDash
DASH
$90.6B
$298K ﹤0.01%
1,094
-4
AMD icon
352
Advanced Micro Devices
AMD
$354B
$291K ﹤0.01%
1,796
WCN icon
353
Waste Connections
WCN
$44.3B
$289K ﹤0.01%
1,643
-359
EVTC icon
354
Evertec
EVTC
$1.89B
$288K ﹤0.01%
8,538
CHWY icon
355
Chewy
CHWY
$14B
$278K ﹤0.01%
6,875
+1
ADM icon
356
Archer Daniels Midland
ADM
$29B
$277K ﹤0.01%
+4,633
SYBT icon
357
Stock Yards Bancorp
SYBT
$1.96B
$273K ﹤0.01%
3,897
DKNG icon
358
DraftKings
DKNG
$16.8B
$273K ﹤0.01%
7,288
-16
EHC icon
359
Encompass Health
EHC
$11.5B
$270K ﹤0.01%
+2,123
CSW
360
CSW Industrials
CSW
$4.6B
$269K ﹤0.01%
1,110
+307
TYL icon
361
Tyler Technologies
TYL
$20B
$266K ﹤0.01%
509
-1
TRN icon
362
Trinity Industries
TRN
$2.13B
$265K ﹤0.01%
9,465
MSI icon
363
Motorola Solutions
MSI
$62.7B
$264K ﹤0.01%
578
+92
BMO icon
364
Bank of Montreal
BMO
$90.2B
$261K ﹤0.01%
2,000
GS icon
365
Goldman Sachs
GS
$245B
$256K ﹤0.01%
+321
PTC icon
366
PTC
PTC
$21.1B
$254K ﹤0.01%
1,253
-131
PNC icon
367
PNC Financial Services
PNC
$75.6B
$253K ﹤0.01%
1,260
CSGP icon
368
CoStar Group
CSGP
$28.7B
$253K ﹤0.01%
3,000
IDXX icon
369
Idexx Laboratories
IDXX
$58.5B
$253K ﹤0.01%
+396
PODD icon
370
Insulet
PODD
$21.8B
$248K ﹤0.01%
802
+138
SUN icon
371
Sunoco
SUN
$10.3B
$246K ﹤0.01%
4,927
ALL icon
372
Allstate
ALL
$54.9B
$243K ﹤0.01%
1,132
-218
UNF icon
373
Unifirst Corp
UNF
$3.17B
$242K ﹤0.01%
1,450
LEG icon
374
Leggett & Platt
LEG
$1.56B
$241K ﹤0.01%
27,129
VEEV icon
375
Veeva Systems
VEEV
$39.3B
$240K ﹤0.01%
+807
13 14
15
16 17