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
376
$235K ﹤0.01%
1,260
-178
377
$232K ﹤0.01%
2,970
+42
378
$230K ﹤0.01%
803
379
$229K ﹤0.01%
2,270
-500
380
$228K ﹤0.01%
+3,335
381
$226K ﹤0.01%
5,906
-3,533
382
$225K ﹤0.01%
1,861
383
$225K ﹤0.01%
3,305
+29
384
$221K ﹤0.01%
+2,000
385
$221K ﹤0.01%
7,388
-400
386
$221K ﹤0.01%
+2,889
387
$221K ﹤0.01%
433
-403
388
$219K ﹤0.01%
+2,530
389
$215K ﹤0.01%
+6,000
390
$214K ﹤0.01%
2,882
-2,377
391
$212K ﹤0.01%
+2,264
392
$212K ﹤0.01%
+3,509
393
$209K ﹤0.01%
517
+8
394
$209K ﹤0.01%
+664
395
$207K ﹤0.01%
+5,785
396
$204K ﹤0.01%
486
+4
397
$203K ﹤0.01%
+2,667
398
$202K ﹤0.01%
14,845
+163
399
$202K ﹤0.01%
+1,287
400
$144K ﹤0.01%
10,176
13 14 15
16
17