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 22.28%
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 Change
in Stake 		Capital Flow
PNC icon
376
PNC Financial Services
PNC
$72B
$235K ﹤0.01%
1,260
-178
ZM icon
377
Zoom
ZM
$25.2B
$232K ﹤0.01%
2,970
+42
CSW
378
CSW Industrials
CSW
$4.06B
$230K ﹤0.01%
803
UPS icon
379
United Parcel Service
UPS
$78B
$229K ﹤0.01%
2,270
-500
BROS icon
380
Dutch Bros
BROS
$6.94B
$228K ﹤0.01%
+3,335
BKR icon
381
Baker Hughes
BKR
$46.1B
$226K ﹤0.01%
5,906
-3,533
SITE icon
382
SiteOne Landscape Supply
SITE
$5.57B
$225K ﹤0.01%
1,861
RYAN icon
383
Ryan Specialty Holdings
RYAN
$7.18B
$225K ﹤0.01%
3,305
+29
BMO icon
384
Bank of Montreal
BMO
$88.1B
$221K ﹤0.01%
+2,000
BP icon
385
BP
BP
$92.1B
$221K ﹤0.01%
7,388
-400
NTNX icon
386
Nutanix
NTNX
$18.9B
$221K ﹤0.01%
+2,889
CRWD icon
387
CrowdStrike
CRWD
$134B
$221K ﹤0.01%
433
-403
ACA icon
388
Arcosa
ACA
$5B
$219K ﹤0.01%
+2,530
DFAC icon
389
Dimensional US Core Equity 2 ETF
DFAC
$38.4B
$215K ﹤0.01%
+6,000
PYPL icon
390
PayPal
PYPL
$63.2B
$214K ﹤0.01%
2,882
-2,377
WYNN icon
391
Wynn Resorts
WYNN
$12.9B
$212K ﹤0.01%
+2,264
CNM icon
392
Core & Main
CNM
$9.73B
$212K ﹤0.01%
+3,509
IT icon
393
Gartner
IT
$16.7B
$209K ﹤0.01%
517
+8
PODD icon
394
Insulet
PODD
$22B
$209K ﹤0.01%
+664
PINS icon
395
Pinterest
PINS
$17.6B
$207K ﹤0.01%
+5,785
MSI icon
396
Motorola Solutions
MSI
$65.5B
$204K ﹤0.01%
486
+4
TRMB icon
397
Trimble
TRMB
$19B
$203K ﹤0.01%
+2,667
PR icon
398
Permian Resources
PR
$9.3B
$202K ﹤0.01%
14,845
+163
ITT icon
399
ITT
ITT
$14.6B
$202K ﹤0.01%
+1,287
RKT icon
400
Rocket Companies
RKT
$45.4B
$144K ﹤0.01%
10,176
13 14 15
16
17