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
51
$35.6M 0.48%
726,009
-96,510
52
$35.3M 0.48%
189,972
-2,059
53
$35.1M 0.47%
461,795
+141,181
54
$34.8M 0.47%
71,492
+491
55
$33.3M 0.45%
244,639
-3,343
56
$30.9M 0.42%
8,335
+103
57
$30.1M 0.41%
97,652
-2,124
58
$28.4M 0.38%
82,783
-784
59
$27.6M 0.37%
94,402
-3,608
60
$27.3M 0.37%
206,828
-6,120
61
$25.5M 0.34%
91,278
-1,445
62
$24.7M 0.33%
411,850
-1,019
63
$24.6M 0.33%
31,279
-639
64
$24.5M 0.33%
52,298
-1,142
65
$21.3M 0.29%
148,448
+441
66
$21M 0.28%
72,202
+1,218
67
$20.9M 0.28%
211,446
-5,709
68
$18.3M 0.25%
148,313
-3,171
69
$17.9M 0.24%
59,952
-2,831
70
$17.3M 0.23%
37,366
-1,636
71
$17.2M 0.23%
46,093
+4,630
72
$16.8M 0.23%
59,883
+11,745
73
$16.7M 0.23%
29,366
-167
74
$16M 0.22%
73,019
-2,255
75
$14.5M 0.2%
256,663
-6,552
1 2
3
4 5