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
WDFC icon
376
WD-40
WDFC
$2.66B
$240K ﹤0.01%
1,216
SITE icon
377
SiteOne Landscape Supply
SITE
$5.95B
$240K ﹤0.01%
1,861
SBUX icon
378
Starbucks
SBUX
$96.8B
$238K ﹤0.01%
2,810
-360
ACA icon
379
Arcosa
ACA
$5.19B
$237K ﹤0.01%
2,530
FCX icon
380
Freeport-McMoran
FCX
$61.5B
$237K ﹤0.01%
6,036
RLI icon
381
RLI Corp
RLI
$5.7B
$236K ﹤0.01%
3,622
GTY
382
Getty Realty Corp
GTY
$1.64B
$234K ﹤0.01%
8,705
DFAC icon
383
Dimensional US Core Equity 2 ETF
DFAC
$39.7B
$231K ﹤0.01%
6,000
ITT icon
384
ITT
ITT
$14.2B
$229K ﹤0.01%
1,282
-5
NTRA icon
385
Natera
NTRA
$32.8B
$228K ﹤0.01%
1,416
-274
CPAY icon
386
Corpay
CPAY
$20.8B
$227K ﹤0.01%
788
-172
CHH icon
387
Choice Hotels
CHH
$4.19B
$224K ﹤0.01%
2,091
USMV icon
388
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$223K ﹤0.01%
+2,345
INSM icon
389
Insmed
INSM
$44.2B
$221K ﹤0.01%
+1,537
BP icon
390
BP
BP
$92.6B
$220K ﹤0.01%
6,388
-1,000
TRMB icon
391
Trimble
TRMB
$19.6B
$217K ﹤0.01%
2,663
-4
CRWD icon
392
CrowdStrike
CRWD
$130B
$212K ﹤0.01%
433
ZS icon
393
Zscaler
ZS
$38.5B
$212K ﹤0.01%
+707
LSTR icon
394
Landstar System
LSTR
$4.58B
$212K ﹤0.01%
1,727
ENTG icon
395
Entegris
ENTG
$12.2B
$211K ﹤0.01%
+2,284
XEL icon
396
Xcel Energy
XEL
$46.6B
$208K ﹤0.01%
+2,577
MCK icon
397
McKesson
MCK
$102B
$207K ﹤0.01%
+268
CP icon
398
Canadian Pacific Kansas City
CP
$64.5B
$206K ﹤0.01%
2,772
-288
D icon
399
Dominion Energy
D
$51.4B
$206K ﹤0.01%
+3,366
SCHB icon
400
Schwab US Broad Market ETF
SCHB
$38.2B
$206K ﹤0.01%
+8,008
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