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

Top Buys

1
+$15.2M
2
+$13.2M
3
+$12.2M
4
FND icon
Floor & Decor
FND
+$10.7M
5
META icon
Meta Platforms (Facebook)
META
+$8.79M

Top Sells

1
+$27.7M
2
+$24.4M
3
+$5.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.13M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.1M

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
DASH icon
351
DoorDash
DASH
$101B
$271K ﹤0.01%
+1,098
CMI icon
352
Cummins
CMI
$69.9B
$268K ﹤0.01%
819
+9
CHH icon
353
Choice Hotels
CHH
$4.49B
$265K ﹤0.01%
2,091
SUN icon
354
Sunoco
SUN
$9.81B
$264K ﹤0.01%
4,927
WING icon
355
Wingstop
WING
$7.2B
$264K ﹤0.01%
+784
ORLY icon
356
O'Reilly Automotive
ORLY
$76.8B
$262K ﹤0.01%
2,910
+15
FCX icon
357
Freeport-McMoran
FCX
$70.6B
$262K ﹤0.01%
6,036
-20
RLI icon
358
RLI Corp
RLI
$6.03B
$262K ﹤0.01%
3,622
THO icon
359
Thor Industries
THO
$5.6B
$261K ﹤0.01%
2,944
NFLX icon
360
Netflix
NFLX
$400B
$260K ﹤0.01%
+1,940
TRU icon
361
TransUnion
TRU
$16.9B
$256K ﹤0.01%
2,912
-382
DXCM icon
362
DexCom
DXCM
$25.8B
$256K ﹤0.01%
+2,934
AFL icon
363
Aflac
AFL
$57.8B
$256K ﹤0.01%
2,425
-533
TRN icon
364
Trinity Industries
TRN
$2.28B
$256K ﹤0.01%
9,465
AMD icon
365
Advanced Micro Devices
AMD
$347B
$255K ﹤0.01%
1,796
-306
MRVL icon
366
Marvell Technology
MRVL
$71.3B
$252K ﹤0.01%
+3,257
HLMN icon
367
Hillman Solutions
HLMN
$1.75B
$252K ﹤0.01%
35,264
CP icon
368
Canadian Pacific Kansas City
CP
$66.8B
$243K ﹤0.01%
3,060
LEG icon
369
Leggett & Platt
LEG
$1.51B
$242K ﹤0.01%
27,129
+69
CSGP icon
370
CoStar Group
CSGP
$27.6B
$241K ﹤0.01%
3,000
GTY
371
Getty Realty Corp
GTY
$1.62B
$241K ﹤0.01%
8,705
LSTR icon
372
Landstar System
LSTR
$4.97B
$240K ﹤0.01%
1,727
+3
HUBS icon
373
HubSpot
HUBS
$20.4B
$240K ﹤0.01%
431
+5
PTC icon
374
PTC
PTC
$21.3B
$239K ﹤0.01%
1,384
+18
FIZZ icon
375
National Beverage
FIZZ
$3.03B
$237K ﹤0.01%
5,472
13 14
15
16 17