BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
+9.44%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$7.4B
AUM Growth
+$7.4B
(+6.8%)
Cap. Flow
+$2.87M
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7
Top Buys
| 1 |
Stryker
SYK
|
$15.2M |
| 2 |
Cadence Design Systems
CDNS
|
$13.2M |
| 3 |
Amazon
AMZN
|
$12.2M |
| 4 |
Floor & Decor
FND
|
$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
$8.79M |
Top Sells
| 1 |
AptarGroup
ATR
|
$27.7M |
| 2 |
Apple
AAPL
|
$24.4M |
| 3 |
American Tower
AMT
|
$5.21M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$5.13M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$5.1M |
Sector Composition
| 1 | Technology | 22.28% |
| 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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
401
Applovin
APP
$162B
| – | – |
-1,678
| Closed | -$445K |
|
402
Cullen/Frost Bankers
CFR
$8.3B
| – | – |
-1,746
| Closed | -$219K |
|
403
Cognex
CGNX
$7.38B
| – | – |
-45,048
| Closed | -$1.34M |
|
|
DFS
404
DELISTED
Discover Financial Services
DFS
| – | – |
-2,020
| Closed | -$345K |
|
405
Edwards Lifesciences
EW
$47.8B
| – | – |
-2,976
| Closed | -$216K |
|
406
Palantir
PLTR
$372B
| – | – |
-7,751
| Closed | -$654K |
|