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BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.88B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$40.5M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

1
+$53M
2
+$34.2M
3
+$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRN icon
376
Trinity Industries
TRN
$2.79B
$237K ﹤0.01%
8,965
-500
LW icon
377
Lamb Weston
LW
$6.2B
$233K ﹤0.01%
5,570
+10
WDFC icon
378
WD-40
WDFC
$3.06B
$233K ﹤0.01%
1,182
-34
ENTG icon
379
Entegris
ENTG
$25.6B
$233K ﹤0.01%
2,762
+478
SITE icon
380
SiteOne Landscape Supply
SITE
$4.67B
$232K ﹤0.01%
1,861
MSI icon
381
Motorola Solutions
MSI
$64.6B
$232K ﹤0.01%
604
+26
PR icon
382
Permian Resources
PR
$16.1B
$230K ﹤0.01%
16,368
+4,468
AR icon
383
Antero Resources
AR
$10.7B
$227K ﹤0.01%
+6,595
TTWO icon
384
Take-Two Interactive
TTWO
$45.1B
$227K ﹤0.01%
+885
SCHB icon
385
Schwab US Broad Market ETF
SCHB
$42.3B
$215K ﹤0.01%
8,188
+180
BP icon
386
BP
BP
$101B
$214K ﹤0.01%
6,167
-221
RKT icon
387
Rocket Companies
RKT
$38.1B
$214K ﹤0.01%
11,045
+869
VOOV icon
388
Vanguard S&P 500 Value ETF
VOOV
$6.43B
$207K ﹤0.01%
1,011
-800
RLI icon
389
RLI Corp
RLI
$4.95B
$205K ﹤0.01%
3,204
-418
NFLX icon
390
Netflix
NFLX
$307B
$204K ﹤0.01%
2,180
-8,460
ASML icon
391
ASML
ASML
$685B
$203K ﹤0.01%
+190
CSGP icon
392
CoStar Group
CSGP
$12.4B
$202K ﹤0.01%
3,000
DASH icon
393
DoorDash
DASH
$74.7B
$201K ﹤0.01%
887
-207
BIZD icon
394
VanEck BDC Income ETF
BIZD
$1.54B
– –
-179,365
KMX icon
395
CarMax
KMX
$7.37B
– –
-17,262
LSTR icon
396
Landstar System
LSTR
$7.04B
– –
-1,727
DEM icon
397
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
– –
-13,020
DFIN icon
398
Donnelley Financial Solutions
DFIN
$1B
– –
-22,015
DFUV icon
399
Dimensional US Marketwide Value ETF
DFUV
$15.1B
– –
-8,794
DKNG icon
400
DraftKings
DKNG
$12.5B
– –
-7,288
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16
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