BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$51.2M
3
+$33.6M
4
LOW icon
Lowe's Companies
LOW
+$12.5M
5
SYK icon
Stryker
SYK
+$10.7M

Top Sells

1
+$68.7M
2
+$21.2M
3
+$18.2M
4
LMT icon
Lockheed Martin
LMT
+$15.1M
5
IWF icon
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
ZTS icon
51
Zoetis
ZTS
$54.3B
$38.1M 0.49%
260,121
-7,331
UNH icon
52
UnitedHealth
UNH
$295B
$36.1M 0.46%
104,448
-198,888
FND icon
53
Floor & Decor
FND
$7B
$35.5M 0.45%
481,273
+19,478
AZO icon
54
AutoZone
AZO
$63.5B
$35.4M 0.45%
8,251
-84
ABT icon
55
Abbott
ABT
$219B
$33M 0.42%
246,039
+1,400
ALC icon
56
Alcon
ALC
$38.8B
$32.4M 0.41%
434,678
-5,760
CPRT icon
57
Copart
CPRT
$37.7B
$31.5M 0.4%
701,576
-24,433
CHE icon
58
Chemed
CHE
$6.17B
$29.6M 0.38%
66,107
-5,385
SHW icon
59
Sherwin-Williams
SHW
$83.6B
$29M 0.37%
83,667
+884
ADP icon
60
Automatic Data Processing
ADP
$104B
$29M 0.37%
98,665
+1,013
PEP icon
61
PepsiCo
PEP
$201B
$28.9M 0.37%
205,636
-1,192
MCD icon
62
McDonald's
MCD
$215B
$28.5M 0.36%
93,768
-634
IEMG icon
63
iShares Core MSCI Emerging Markets ETF
IEMG
$117B
$27.5M 0.35%
416,833
+4,983
APH icon
64
Amphenol
APH
$173B
$27M 0.35%
218,217
+6,771
AMGN icon
65
Amgen
AMGN
$183B
$26M 0.33%
92,291
+1,013
LIN icon
66
Linde
LIN
$190B
$25.1M 0.32%
52,906
+608
CVX icon
67
Chevron
CVX
$299B
$23.4M 0.3%
150,454
+2,006
TJX icon
68
TJX Companies
TJX
$167B
$21.9M 0.28%
151,767
+3,454
POOL icon
69
Pool Corp
POOL
$9.04B
$21.7M 0.28%
69,906
-2,296
INTU icon
70
Intuit
INTU
$175B
$21.6M 0.28%
31,625
+346
ACN icon
71
Accenture
ACN
$161B
$18M 0.23%
72,951
+12,999
VOO icon
72
Vanguard S&P 500 ETF
VOO
$799B
$17.7M 0.23%
28,859
-507
VO icon
73
Vanguard Mid-Cap ETF
VO
$88.6B
$17.5M 0.22%
59,546
-337
BAH icon
74
Booz Allen Hamilton
BAH
$9.91B
$16.1M 0.21%
161,000
+39,544
AFG icon
75
American Financial Group
AFG
$11.3B
$15.6M 0.2%
106,949
+2,813
1 2
3
4 5