BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
1-Year Return
17.82%
This Quarter Return
+9.44%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$7.4B
AUM Growth
+$471M
(+6.8%)
Cap. Flow
+$2.63M
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7
Top Buys
| 1 |
Stryker
SYK
|
$15.2M |
| 2 |
Cadence Design Systems
CDNS
|
$13.2M |
| 3 |
Amazon
AMZN
|
$12.2M |
| 4 |
Floor & Decor
FND
|
$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
$8.79M |
Top Sells
| 1 |
AptarGroup
ATR
|
$27.7M |
| 2 |
Apple
AAPL
|
$24.4M |
| 3 |
American Tower
AMT
|
$5.21M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.13M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
DoorDash
DASH
$105B
| $271K | ﹤0.01% |
+1,098
| New | +$271K |
|
352
Cummins
CMI
$55.1B
| $268K | ﹤0.01% |
819
+9
| +1% | +$2.95K |
|
353
Choice Hotels
CHH
$5.41B
| $265K | ﹤0.01% |
2,091
| – | – |
|
354
Sunoco
SUN
$6.95B
| $264K | ﹤0.01% |
4,927
| – | – |
|
355
Wingstop
WING
$8.65B
| $264K | ﹤0.01% |
+784
| New | +$264K |
|
356
O'Reilly Automotive
ORLY
$89B
| $262K | ﹤0.01% |
2,910
+15
| +0.5% | +$1.35K |
|
357
Freeport-McMoran
FCX
$66.5B
| $262K | ﹤0.01% |
6,036
-20
| -0.3% | -$867 |
|
358
RLI Corp
RLI
$6.16B
| $262K | ﹤0.01% |
3,622
| – | – |
|
359
Thor Industries
THO
$5.94B
| $261K | ﹤0.01% |
2,944
| – | – |
|
360
Netflix
NFLX
$529B
| $260K | ﹤0.01% |
+194
| New | +$260K |
|
361
TransUnion
TRU
$17.5B
| $256K | ﹤0.01% |
2,912
-382
| -12% | -$33.6K |
|
362
DexCom
DXCM
$31.6B
| $256K | ﹤0.01% |
+2,934
| New | +$256K |
|
363
Aflac
AFL
$57.2B
| $256K | ﹤0.01% |
2,425
-533
| -18% | -$56.2K |
|
364
Trinity Industries
TRN
$2.31B
| $256K | ﹤0.01% |
9,465
| – | – |
|
365
Advanced Micro Devices
AMD
$245B
| $255K | ﹤0.01% |
1,796
-306
| -15% | -$43.4K |
|
366
Marvell Technology
MRVL
$54.6B
| $252K | ﹤0.01% |
+3,257
| New | +$252K |
|
367
Hillman Solutions
HLMN
$2B
| $252K | ﹤0.01% |
35,264
| – | – |
|
368
Canadian Pacific Kansas City
CP
$70.3B
| $243K | ﹤0.01% |
3,060
| – | – |
|
369
Leggett & Platt
LEG
$1.35B
| $242K | ﹤0.01% |
27,129
+69
| +0.3% | +$615 |
|
370
CoStar Group
CSGP
$37.9B
| $241K | ﹤0.01% |
3,000
| – | – |
|
|
GTY
371
Getty Realty Corp
GTY
$1.63B
| $241K | ﹤0.01% |
8,705
| – | – |
|
372
Landstar System
LSTR
$4.58B
| $240K | ﹤0.01% |
1,727
+3
| +0.2% | +$417 |
|
373
HubSpot
HUBS
$25.7B
| $240K | ﹤0.01% |
431
+5
| +1% | +$2.78K |
|
374
PTC
PTC
$25.6B
| $239K | ﹤0.01% |
1,384
+18
| +1% | +$3.1K |
|
375
National Beverage
FIZZ
$3.75B
| $237K | ﹤0.01% |
5,472
| – | – |
|