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
FERG icon
401
Ferguson
FERG
$50.3B
$205K ﹤0.01%
+913
CRS icon
402
Carpenter Technology
CRS
$15.6B
$205K ﹤0.01%
+834
FIZZ icon
403
National Beverage
FIZZ
$3.26B
$202K ﹤0.01%
5,472
HUBS icon
404
HubSpot
HUBS
$19.9B
$201K ﹤0.01%
430
-1
RKT icon
405
Rocket Companies
RKT
$56.9B
$197K ﹤0.01%
10,176
PR icon
406
Permian Resources
PR
$10.7B
$152K ﹤0.01%
11,900
-2,945
ARW icon
407
Arrow Electronics
ARW
$5.57B
– –
-7,050
BKR icon
408
Baker Hughes
BKR
$48.1B
– –
-5,906
BROS icon
409
Dutch Bros
BROS
$7.49B
– –
-3,335
CNM icon
410
Core & Main
CNM
$9.25B
– –
-3,509
COIN icon
411
Coinbase
COIN
$72.3B
– –
-776
DXCM icon
412
DexCom
DXCM
$25.4B
– –
-2,934
GMS
413
DELISTED
GMS Inc
GMS
– –
-26,255
HBI icon
414
Hanesbrands
HBI
– –
-70,520
IT icon
415
Gartner
IT
$16.5B
– –
-517
LNTH icon
416
Lantheus
LNTH
$3.93B
– –
-29,444
NTNX icon
417
Nutanix
NTNX
$12.7B
– –
-2,889
PINS icon
418
Pinterest
PINS
$18.1B
– –
-5,785
PYPL icon
419
PayPal
PYPL
$59.3B
– –
-2,882
RYAN icon
420
Ryan Specialty Holdings
RYAN
$7.44B
– –
-3,305
TRU icon
421
TransUnion
TRU
$16.2B
– –
-2,912
UPS icon
422
United Parcel Service
UPS
$80.9B
– –
-2,270
WING icon
423
Wingstop
WING
$7.63B
– –
-784
ZM icon
424
Zoom
ZM
$25.5B
– –
-2,970
EIPI
425
FT Energy Income Partners Enhanced Income ETF
EIPI
$957M
– –
-121,300
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