BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
This Fund
S&P 500
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 | 22.27% |
| 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 | |
|---|---|---|---|---|---|---|
51
Copart
CPRT
$39.1B
| $35.6M | 0.48% |
726,009
-96,510
|
|
||
52
AbbVie
ABBV
$396B
| $35.3M | 0.48% |
189,972
-2,059
|
|
||
|
53
Floor & Decor
FND
$7.47B
| $35.1M | 0.47% |
461,795
+141,181
|
|
||
54
Chemed
CHE
$6.35B
| $34.8M | 0.47% |
71,492
+491
|
|
||
55
Abbott
ABT
$191B
| $33.3M | 0.45% |
244,639
-3,343
|
|
||
56
AutoZone
AZO
$60.3B
| $30.9M | 0.42% |
8,335
+103
|
|
||
57
Automatic Data Processing
ADP
$93.2B
| $30.1M | 0.41% |
97,652
-2,124
|
|
||
58
Sherwin-Williams
SHW
$89.8B
| $28.4M | 0.38% |
82,783
-784
|
|
||
59
McDonald's
MCD
$233B
| $27.6M | 0.37% |
94,402
-3,608
|
|
||
60
PepsiCo
PEP
$231B
| $27.3M | 0.37% |
206,828
-6,120
|
|
||
61
Amgen
AMGN
$204B
| $25.5M | 0.34% |
91,278
-1,445
|
|
||
62
iShares Core MSCI Emerging Markets ETF
IEMG
$140B
| $24.7M | 0.33% |
411,850
-1,019
|
|
||
63
Intuit
INTU
$124B
| $24.6M | 0.33% |
31,279
-639
|
|
||
64
Linde
LIN
$209B
| $24.5M | 0.33% |
52,298
-1,142
|
|
||
65
Chevron
CVX
$358B
| $21.3M | 0.29% |
148,448
+441
|
|
||
66
Pool Corp
POOL
$9.76B
| $21M | 0.28% |
72,202
+1,218
|
|
||
67
Amphenol
APH
$168B
| $20.9M | 0.28% |
211,446
-5,709
|
|
||
68
TJX Companies
TJX
$172B
| $18.3M | 0.25% |
148,313
-3,171
|
|
||
69
Accenture
ACN
$146B
| $17.9M | 0.24% |
59,952
-2,831
|
|
||
70
Lockheed Martin
LMT
$143B
| $17.3M | 0.23% |
37,366
-1,636
|
|
||
71
Carlisle Companies
CSL
$17.1B
| $17.2M | 0.23% |
46,093
+4,630
|
|
||
72
Vanguard Mid-Cap ETF
VO
$94.5B
| $16.8M | 0.23% |
59,883
+11,745
|
|
||
73
Vanguard S&P 500 ETF
VOO
$849B
| $16.7M | 0.23% |
29,366
-167
|
|
||
|
MRSH
74
Marsh
MRSH
$89.8B
| $16M | 0.22% |
73,019
-2,255
|
|
||
75
Rollins
ROL
$31B
| $14.5M | 0.2% |
256,663
-6,552
|
|