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
$7.88B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$40.5M
3
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

1
+$53M
2
+$34.2M
3
+$34M
4
GOOG icon
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
EOG icon
51
EOG Resources
EOG
$70.9B
$35.4M 0.45%
336,859
-31,247
ALC icon
52
Alcon
ALC
$37.9B
$32.5M 0.41%
412,247
-22,431
ABT icon
53
Abbott
ABT
$161B
$30.1M 0.38%
240,377
-5,662
AMGN icon
54
Amgen
AMGN
$186B
$29M 0.37%
88,593
-3,698
APH icon
55
Amphenol
APH
$187B
$28.6M 0.36%
211,268
-6,949
AZO icon
56
AutoZone
AZO
$59.4B
$28.3M 0.36%
8,341
+90
IEMG icon
57
iShares Core MSCI Emerging Markets ETF
IEMG
$148B
$27.7M 0.35%
412,319
-4,514
MCD icon
58
McDonald's
MCD
$215B
$27.1M 0.34%
88,700
-5,068
PEP icon
59
PepsiCo
PEP
$212B
$27.1M 0.34%
188,855
-16,781
SHW icon
60
Sherwin-Williams
SHW
$82.8B
$26.6M 0.34%
82,205
-1,462
CHE icon
61
Chemed
CHE
$5.01B
$26.5M 0.34%
61,869
-4,238
LLY icon
62
Eli Lilly
LLY
$807B
$25.6M 0.32%
23,822
+12,309
ADP icon
63
Automatic Data Processing
ADP
$81.7B
$24.5M 0.31%
95,162
-3,503
FND icon
64
Floor & Decor
FND
$5.71B
$24.1M 0.31%
396,378
-84,895
UNH icon
65
UnitedHealth
UNH
$314B
$22.5M 0.29%
68,137
-36,311
TJX icon
66
TJX Companies
TJX
$176B
$22.4M 0.28%
145,736
-6,031
ZTS icon
67
Zoetis
ZTS
$49.7B
$21.7M 0.28%
172,730
-87,391
LIN icon
68
Linde
LIN
$229B
$21.6M 0.27%
50,746
-2,160
CVX icon
69
Chevron
CVX
$370B
$21.4M 0.27%
140,590
-9,864
INTU icon
70
Intuit
INTU
$112B
$20.2M 0.26%
30,547
-1,078
IWR icon
71
iShares Russell Mid-Cap ETF
IWR
$52.1B
$20.1M 0.26%
208,896
+61,741
VO icon
72
Vanguard Mid-Cap ETF
VO
$24.6B
$19.6M 0.25%
67,485
+7,939
VOO icon
73
Vanguard S&P 500 ETF
VOO
$885B
$19.4M 0.25%
30,873
+2,014
ACN icon
74
Accenture
ACN
$119B
$18.3M 0.23%
68,310
-4,641
PLD icon
75
Prologis
PLD
$132B
$16.3M 0.21%
127,812
-4,177
1 2
3
4 5