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
$7.88B
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
DEM icon
401
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.72B
– –
-13,020
DFIN icon
402
Donnelley Financial Solutions
DFIN
$1.51B
– –
-22,015
DFUV icon
403
Dimensional US Marketwide Value ETF
DFUV
$14.1B
– –
-8,794
DKNG icon
404
DraftKings
DKNG
$11.4B
– –
-7,288
DOL icon
405
WisdomTree True Developed International Fund
DOL
$785M
– –
-17,112
DON icon
406
WisdomTree US MidCap Dividend Fund
DON
$3.89B
– –
-13,871
EHC icon
407
Encompass Health
EHC
$10.2B
– –
-2,123
EVTC icon
408
Evertec
EVTC
$1.89B
– –
-8,538
FIZZ icon
409
National Beverage
FIZZ
$3.08B
– –
-5,472
FOXF icon
410
Fox Factory Holding Corp
FOXF
$738M
– –
-77,967
FUL icon
411
H.B. Fuller
FUL
$3.44B
– –
-5,204
GHLD
412
DELISTED
Guild Holdings
GHLD
– –
-704,741
GIS icon
413
General Mills
GIS
$18.7B
– –
-9,816
GTY
414
Getty Realty Corp
GTY
$2.04B
– –
-8,705
HOLX
415
DELISTED
Hologic
HOLX
– –
-28,555
HUBS icon
416
HubSpot
HUBS
$12.2B
– –
-430
KMX icon
417
CarMax
KMX
$5.54B
– –
-17,262
LSTR icon
418
Landstar System
LSTR
$6.07B
– –
-1,727
MCK icon
419
McKesson
MCK
$103B
– –
-268
PBH icon
420
Prestige Consumer Healthcare
PBH
$2.72B
– –
-5,235
RBLX icon
421
Roblox
RBLX
$43.8B
– –
-3,794
SBUX icon
422
Starbucks
SBUX
$111B
– –
-2,810
SCHG icon
423
Schwab US Large-Cap Growth ETF
SCHG
$53.4B
– –
-30,364
SCHX icon
424
Schwab US Large- Cap ETF
SCHX
$66.8B
– –
-78,281
TTD icon
425
Trade Desk
TTD
$10.9B
– –
-6,627
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