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
$7.4B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$12.4M
3
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

1
+$26.7M
2
+$24M
3
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

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
26
$89.3M 1.21%
174,923
-913
27
$87.5M 1.18%
205,988
-7,843
28
$86.3M 1.17%
255,599
+14,179
29
$82.3M 1.11%
370,974
+433
30
$73.2M 0.99%
377,072
-8,627
31
$70.1M 0.95%
382,126
-4,466
32
$67.8M 0.92%
329,950
-1,190
33
$67.6M 0.91%
1,494,949
-2,473
34
$66.5M 0.9%
374,707
-2,287
35
$60.3M 0.81%
270,631
-3,491
36
$58.2M 0.79%
143,614
+3,377
37
$55.4M 0.75%
143,223
-1,381
38
$53.6M 0.72%
174,072
+42,812
39
$52.7M 0.71%
784,671
-4,971
40
$52.2M 0.71%
651,917
-27,150
41
$51M 0.69%
67,713
+8,505
42
$46.7M 0.63%
47,145
-225
43
$45.9M 0.62%
51,207
-491
44
$43.9M 0.59%
366,794
-700
45
$41.7M 0.56%
267,452
-4,101
46
$41.5M 0.56%
288,401
+5,589
47
$38.9M 0.53%
440,438
-2,820
48
$38.5M 0.52%
82,292
+686
49
$38M 0.51%
103,724
-2,384
50
$37.9M 0.51%
95,738
+38,416
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