BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.4B
AUM Growth
+$471M
(+6.8%)
Holding
416
Top Buys
| 1 | +$15.2M | |
| 2 | +$13.2M | |
| 3 | +$12.2M | |
| 4 |
Floor & Decor
FND
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.79M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$24.4M | |
| 3 | +$5.21M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$5.13M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$5.1M |
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 | |
|---|---|---|---|---|---|---|
401
Applovin
APP
$244B
| – | – |
-1,678
|
|
||
402
Cullen/Frost Bankers
CFR
$8.25B
| – | – |
-1,746
|
|
||
403
Cognex
CGNX
$6.17B
| – | – |
-45,048
|
|
||
|
DFS
404
DELISTED
Discover Financial Services
DFS
| – | – |
-2,020
|
|
||
405
Edwards Lifesciences
EW
$49.7B
| – | – |
-2,976
|
|
||
406
Palantir
PLTR
$461B
| – | – |
-7,751
|
|