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
$7.4B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

1
+$26.7M
2
+$24M
3
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

1 Technology 22.27%
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
351
$271K ﹤0.01%
+1,098
352
$268K ﹤0.01%
819
+9
353
$265K ﹤0.01%
2,091
354
$264K ﹤0.01%
4,927
355
$264K ﹤0.01%
+784
356
$262K ﹤0.01%
2,910
+15
357
$262K ﹤0.01%
6,036
-20
358
$262K ﹤0.01%
3,622
359
$261K ﹤0.01%
2,944
360
$260K ﹤0.01%
+1,940
361
$256K ﹤0.01%
2,912
-382
362
$256K ﹤0.01%
+2,934
363
$256K ﹤0.01%
2,425
-533
364
$256K ﹤0.01%
9,465
365
$255K ﹤0.01%
1,796
-306
366
$252K ﹤0.01%
+3,257
367
$252K ﹤0.01%
35,264
368
$243K ﹤0.01%
3,060
369
$242K ﹤0.01%
27,129
+69
370
$241K ﹤0.01%
3,000
371
$241K ﹤0.01%
8,705
372
$240K ﹤0.01%
1,727
+3
373
$240K ﹤0.01%
431
+5
374
$239K ﹤0.01%
1,384
+18
375
$237K ﹤0.01%
5,472
13 14
15
16 17