BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.4B
AUM Growth
+$471M
(+6.8%)
Holding
416
Top Buys
| 1 | +$15.2M | |
| 2 | +$13.2M | |
| 3 | +$12.2M | |
| 4 |
Floor & Decor
FND
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.79M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$24.4M | |
| 3 | +$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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Casey's General Stores
CASY
$19.8B
| $89.3M | 1.21% |
174,923
-913
|
|
||
27
iShares Russell 1000 Growth ETF
IWF
$126B
| $87.5M | 1.18% |
205,988
-7,843
|
|
||
28
Lithia Motors
LAD
$7.31B
| $86.3M | 1.17% |
255,599
+14,179
|
|
||
29
Lowe's Companies
LOW
$131B
| $82.3M | 1.11% |
370,974
+433
|
|
||
30
iShares Russell 1000 Value ETF
IWD
$64.9B
| $73.2M | 0.99% |
377,072
-8,627
|
|
||
31
Intercontinental Exchange
ICE
$84.3B
| $70.1M | 0.95% |
382,126
-4,466
|
|
||
32
ServiceNow
NOW
$183B
| $67.8M | 0.92% |
65,990
-238
|
|
||
33
US Bancorp
USB
$73B
| $67.6M | 0.91% |
1,494,949
-2,473
|
|
||
34
Alphabet (Google) Class C
GOOG
$3.42T
| $66.5M | 0.9% |
374,707
-2,287
|
|
||
35
Cintas
CTAS
$74.6B
| $60.3M | 0.81% |
270,631
-3,491
|
|
||
36
Thermo Fisher Scientific
TMO
$213B
| $58.2M | 0.79% |
143,614
+3,377
|
|
||
37
Adobe
ADBE
$140B
| $55.4M | 0.75% |
143,223
-1,381
|
|
||
38
Cadence Design Systems
CDNS
$88.5B
| $53.6M | 0.72% |
174,072
+42,812
|
|
||
39
Vanguard FTSE All-World ex-US ETF
VEU
$51.2B
| $52.7M | 0.71% |
784,671
-4,971
|
|
||
40
Wells Fargo
WFC
$277B
| $52.2M | 0.71% |
651,917
-27,150
|
|
||
41
United Rentals
URI
$54.1B
| $51M | 0.69% |
67,713
+8,505
|
|
||
42
Costco
COST
$418B
| $46.7M | 0.63% |
47,145
-225
|
|
||
43
KLA
KLAC
$159B
| $45.9M | 0.62% |
51,207
-491
|
|
||
44
EOG Resources
EOG
$57.7B
| $43.9M | 0.59% |
366,794
-700
|
|
||
45
Zoetis
ZTS
$53B
| $41.7M | 0.56% |
267,452
-4,101
|
|
||
46
BWX Technologies
BWXT
$18.1B
| $41.5M | 0.56% |
288,401
+5,589
|
|
||
47
Alcon
ALC
$36.7B
| $38.9M | 0.53% |
440,438
-2,820
|
|
||
48
Ulta Beauty
ULTA
$23.6B
| $38.5M | 0.52% |
82,292
+686
|
|
||
49
Home Depot
HD
$373B
| $38M | 0.51% |
103,724
-2,384
|
|
||
50
Stryker
SYK
$137B
| $37.9M | 0.51% |
95,738
+38,416
|
|