BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.82B
AUM Growth
+$419M
(+5.7%)
Holding
434
Top Buys
| 1 | +$55.6M | |
| 2 | +$51.2M | |
| 3 | +$33.6M | |
| 4 |
Lowe's Companies
LOW
|
+$12.5M |
| 5 |
Stryker
SYK
|
+$10.7M |
Top Sells
| 1 | +$68.7M | |
| 2 | +$21.2M | |
| 3 | +$18.2M | |
| 4 |
Lockheed Martin
LMT
|
+$15.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$3.8T
| $91.4M | 1.17% |
375,367
+660
|
|
||
27
Lithia Motors
LAD
$7.78B
| $83.2M | 1.06% |
263,157
+7,558
|
|
||
|
28
iShares Russell 1000 Growth ETF
IWF
$125B
| $81.7M | 1.04% |
174,431
-31,557
|
|
||
29
Intuitive Surgical
ISRG
$200B
| $76.5M | 0.98% |
170,946
-2,442
|
|
||
30
US Bancorp
USB
$77.3B
| $72.1M | 0.92% |
1,492,752
-2,197
|
|
||
31
ServiceNow
NOW
$172B
| $69.7M | 0.89% |
75,756
+9,766
|
|
||
32
Thermo Fisher Scientific
TMO
$219B
| $69M | 0.88% |
142,220
-1,394
|
|
||
33
United Rentals
URI
$51.1B
| $65.1M | 0.83% |
68,229
+516
|
|
||
34
Intercontinental Exchange
ICE
$88.7B
| $63.8M | 0.82% |
378,748
-3,378
|
|
||
35
Cadence Design Systems
CDNS
$86B
| $60.6M | 0.77% |
172,404
-1,668
|
|
||
36
iShares Russell 1000 Value ETF
IWD
$67.4B
| $55.6M | 0.71% |
273,076
-103,996
|
|
||
37
Cintas
CTAS
$73.9B
| $55.6M | 0.71% |
270,814
+183
|
|
||
38
KLA
KLAC
$154B
| $55.3M | 0.71% |
51,245
+38
|
|
||
39
Wells Fargo
WFC
$271B
| $54.6M | 0.7% |
650,855
-1,062
|
|
||
40
BWX Technologies
BWXT
$16.1B
| $52.7M | 0.67% |
286,021
-2,380
|
|
||
41
Invesco S&P 500 Equal Weight ETF
RSP
$74.1B
| $52.5M | 0.67% |
276,768
+269,959
|
|
||
42
Adobe
ADBE
$135B
| $49.6M | 0.63% |
140,689
-2,534
|
|
||
43
Carlisle Companies
CSL
$13.2B
| $48.7M | 0.62% |
148,107
+102,014
|
|
||
|
44
Stryker
SYK
$141B
| $46.1M | 0.59% |
124,706
+28,968
|
|
||
45
Vanguard FTSE All-World ex-US ETF
VEU
$52.1B
| $45.4M | 0.58% |
636,169
-148,502
|
|
||
46
Home Depot
HD
$351B
| $45.2M | 0.58% |
111,587
+7,863
|
|
||
47
AbbVie
ABBV
$397B
| $44.5M | 0.57% |
192,089
+2,117
|
|
||
48
Ulta Beauty
ULTA
$24.4B
| $44.2M | 0.57% |
80,902
-1,390
|
|
||
49
Costco
COST
$404B
| $43.8M | 0.56% |
47,301
+156
|
|
||
50
EOG Resources
EOG
$59.1B
| $41.3M | 0.53% |
368,106
+1,312
|
|