BIM
Bridges Investment Management Portfolio holdings
AUM
$7.88B
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$7.88B
AUM Growth
+$60.8M
(+0.78%)
Holding
439
Top Buys
| 1 | +$103M | |
| 2 | +$40.5M | |
| 3 | +$13.7M | |
| 4 |
Eli Lilly
LLY
|
+$11.8M |
| 5 |
S&P Global
SPGI
|
+$10.3M |
Top Sells
| 1 | +$53M | |
| 2 | +$34.2M | |
| 3 | +$34M | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
26
Progressive
PGR
$118B
| $90.7M | 1.15% |
398,118
-1,716
|
|
||
27
Casey's General Stores
CASY
$27.9B
| $87.4M | 1.11% |
158,168
-16,020
|
|
||
28
Blackrock
BLK
$163B
| $85.2M | 1.08% |
79,621
-6,714
|
|
||
29
Thermo Fisher Scientific
TMO
$195B
| $82M | 1.04% |
141,442
-778
|
|
||
30
iShares Russell 1000 Growth ETF
IWF
$124B
| $81.5M | 1.03% |
172,114
-2,317
|
|
||
31
ServiceNow
NOW
$103B
| $64.9M | 0.82% |
423,815
+45,035
|
|
||
32
Intercontinental Exchange
ICE
$91.3B
| $63.6M | 0.81% |
392,973
+14,225
|
|
||
33
KLA
KLAC
$237B
| $60.8M | 0.77% |
49,999
-1,246
|
|
||
34
Invesco S&P 500 Equal Weight ETF
RSP
$88.7B
| $60.7M | 0.77% |
316,978
+40,210
|
|
||
35
Wells Fargo
WFC
$249B
| $60.6M | 0.77% |
649,938
-917
|
|
||
36
Carlisle Companies
CSL
$14.8B
| $57.5M | 0.73% |
179,770
+31,663
|
|
||
37
United Rentals
URI
$50.1B
| $56.3M | 0.71% |
69,583
+1,354
|
|
||
38
iShares Russell 1000 Value ETF
IWD
$73.4B
| $56.3M | 0.71% |
267,626
-5,450
|
|
||
39
Cadence Design Systems
CDNS
$87.9B
| $54M | 0.69% |
172,894
+490
|
|
||
40
Stryker
SYK
$131B
| $50.9M | 0.65% |
144,689
+19,983
|
|
||
41
Cintas
CTAS
$71.7B
| $50M | 0.63% |
266,038
-4,776
|
|
||
42
Ulta Beauty
ULTA
$24.2B
| $49M | 0.62% |
80,991
+89
|
|
||
43
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
| $47.4M | 0.6% |
643,712
+7,543
|
|
||
44
Adobe
ADBE
$100B
| $42.8M | 0.54% |
122,381
-18,308
|
|
||
45
AbbVie
ABBV
$360B
| $42.8M | 0.54% |
187,387
-4,702
|
|
||
46
US Bancorp
USB
$88.5B
| $42.5M | 0.54% |
797,279
-695,473
|
|
||
47
BWX Technologies
BWXT
$21.6B
| $40.2M | 0.51% |
232,540
-53,481
|
|
||
48
Costco
COST
$443B
| $39M | 0.5% |
45,265
-2,036
|
|
||
49
Home Depot
HD
$350B
| $36.9M | 0.47% |
107,367
-4,220
|
|
||
50
Copart
CPRT
$32.2B
| $35.8M | 0.45% |
915,183
+213,607
|
|