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
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

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
$44.7B
$205K ﹤0.01%
+913
CRS icon
402
Carpenter Technology
CRS
$18.6B
$205K ﹤0.01%
+834
FIZZ icon
403
National Beverage
FIZZ
$3.18B
$202K ﹤0.01%
5,472
HUBS icon
404
HubSpot
HUBS
$13.8B
$201K ﹤0.01%
430
-1
RKT icon
405
Rocket Companies
RKT
$40.2B
$197K ﹤0.01%
10,176
PR icon
406
Permian Resources
PR
$16.2B
$152K ﹤0.01%
11,900
-2,945
ARW icon
407
Arrow Electronics
ARW
$7.15B
– –
-7,050
BKR icon
408
Baker Hughes
BKR
$61.8B
– –
-5,906
BROS icon
409
Dutch Bros
BROS
$6.66B
– –
-3,335
CNM icon
410
Core & Main
CNM
$9.14B
– –
-3,509
COIN icon
411
Coinbase
COIN
$53B
– –
-776
DXCM icon
412
DexCom
DXCM
$25.4B
– –
-2,934
GMS
413
DELISTED
GMS Inc
GMS
– –
-26,255
HBI
414
DELISTED
Hanesbrands
HBI
– –
-70,520
IT icon
415
Gartner
IT
$11.5B
– –
-517
LNTH icon
416
Lantheus
LNTH
$4.89B
– –
-29,444
NTNX icon
417
Nutanix
NTNX
$10.7B
– –
-2,889
PINS icon
418
Pinterest
PINS
$12.1B
– –
-5,785
PYPL icon
419
PayPal
PYPL
$41.9B
– –
-2,882
RYAN icon
420
Ryan Specialty Holdings
RYAN
$4.45B
– –
-3,305
TRU icon
421
TransUnion
TRU
$13.8B
– –
-2,912
UPS icon
422
United Parcel Service
UPS
$83B
– –
-2,270
WING icon
423
Wingstop
WING
$5.04B
– –
-784
ZM icon
424
Zoom
ZM
$23B
– –
-2,970
EIPI
425
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.07B
– –
-121,300
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