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
$7.88B
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
OKE icon
351
Oneok
OKE
$53.4B
$283K ﹤0.01%
3,852
-1,175
BROS icon
352
Dutch Bros
BROS
$6.83B
$280K ﹤0.01%
+4,576
FERG icon
353
Ferguson
FERG
$52.8B
$280K ﹤0.01%
1,257
+344
TKO icon
354
TKO Group
TKO
$14.3B
$278K ﹤0.01%
+1,332
SOLS
355
Solstice Advanced Materials
SOLS
$12.8B
$273K ﹤0.01%
+5,614
ORLY icon
356
O'Reilly Automotive
ORLY
$78.5B
$272K ﹤0.01%
2,980
-15
MDB icon
357
MongoDB
MDB
$21B
$270K ﹤0.01%
+643
DV icon
358
DoubleVerify
DV
$1.68B
$268K ﹤0.01%
23,428
-46,589
ACA icon
359
Arcosa
ACA
$5.62B
$268K ﹤0.01%
2,518
-12
PNC icon
360
PNC Financial Services
PNC
$91.7B
$267K ﹤0.01%
1,280
+20
ADM icon
361
Archer Daniels Midland
ADM
$33.7B
$266K ﹤0.01%
4,633
UNF icon
362
Unifirst Corp
UNF
$4.72B
$265K ﹤0.01%
1,374
-76
VT icon
363
Vanguard Total World Stock ETF
VT
$67.3B
$263K ﹤0.01%
+1,865
BMO icon
364
Bank of Montreal
BMO
$107B
$260K ﹤0.01%
2,000
SUN icon
365
Sunoco
SUN
$12.2B
$258K ﹤0.01%
4,927
CSW
366
CSW Industrials
CSW
$4.95B
$258K ﹤0.01%
879
-231
BKR icon
367
Baker Hughes
BKR
$59.8B
$252K ﹤0.01%
+5,530
CNM icon
368
Core & Main
CNM
$9.35B
$251K ﹤0.01%
+4,839
SYBT icon
369
Stock Yards Bancorp
SYBT
$2.08B
$249K ﹤0.01%
3,833
-64
MS icon
370
Morgan Stanley
MS
$299B
$245K ﹤0.01%
+1,379
ALL icon
371
Allstate
ALL
$55.9B
$244K ﹤0.01%
1,172
+40
VEEV icon
372
Veeva Systems
VEEV
$27.4B
$241K ﹤0.01%
1,079
+272
MTSI icon
373
MACOM Technology Solutions
MTSI
$21.4B
$240K ﹤0.01%
+1,404
CAG icon
374
Conagra Brands
CAG
$7.02B
$240K ﹤0.01%
13,837
-5,987
DFAC icon
375
Dimensional US Core Equity 2 ETF
DFAC
$43.8B
$238K ﹤0.01%
6,000
13 14
15
16 17