BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.82B
AUM Growth
+$419M
(+5.7%)
Holding
434
Top Buys
| 1 | +$55.6M | |
| 2 | +$51.2M | |
| 3 | +$33.6M | |
| 4 |
Lowe's Companies
LOW
|
+$12.5M |
| 5 |
Stryker
SYK
|
+$10.7M |
Top Sells
| 1 | +$68.7M | |
| 2 | +$21.2M | |
| 3 | +$18.2M | |
| 4 |
Lockheed Martin
LMT
|
+$15.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Rollins
ROL
$29.3B
| $15.4M | 0.2% |
262,107
+5,444
|
|
||
77
Marsh & McLennan
MMC
$89.6B
| $15.4M | 0.2% |
76,196
+3,177
|
|
||
78
Prologis
PLD
$120B
| $15.1M | 0.19% |
131,989
+2,351
|
|
||
79
Johnson & Johnson
JNJ
$492B
| $14.3M | 0.18% |
76,933
-1,063
|
|
||
80
iShares Russell Mid-Cap ETF
IWR
$45.5B
| $14.2M | 0.18% |
147,155
-655
|
|
||
|
GHLD
81
DELISTED
Guild Holdings
GHLD
| $14.1M | 0.18% |
704,741
|
|
||
82
Parker-Hannifin
PH
$108B
| $13.6M | 0.17% |
17,900
+260
|
|
||
83
ING
ING
$77B
| $13.1M | 0.17% |
503,627
-63,858
|
|
||
84
Hershey
HSY
$36.7B
| $12.3M | 0.16% |
65,598
+715
|
|
||
85
Graco
GGG
$13.6B
| $12.2M | 0.16% |
143,232
+3,997
|
|
||
86
Eaton
ETN
$130B
| $10.6M | 0.14% |
28,269
+108
|
|
||
87
American Tower
AMT
$82.9B
| $10.4M | 0.13% |
54,029
-3,667
|
|
||
88
Vanguard Small-Cap ETF
VB
$68.7B
| $10.1M | 0.13% |
39,832
-1,239
|
|
||
89
FlexShares Quality Dividend Index Fund
QDF
$2.1B
| $9.77M | 0.12% |
123,089
-1,032
|
|
||
90
Walmart
WMT
$888B
| $9.28M | 0.12% |
90,035
+3,265
|
|
||
91
Eli Lilly
LLY
$950B
| $8.78M | 0.11% |
11,513
+466
|
|
||
92
Philip Morris
PM
$240B
| $8.7M | 0.11% |
53,629
-7,859
|
|
||
93
Exxon Mobil
XOM
$486B
| $8.62M | 0.11% |
76,446
+862
|
|
||
94
SPDR S&P 500 ETF Trust
SPY
$697B
| $7.06M | 0.09% |
10,595
+6,152
|
|
||
95
Enterprise Products Partners
EPD
$69.3B
| $6.71M | 0.09% |
214,461
+10,723
|
|
||
96
Procter & Gamble
PG
$335B
| $6.42M | 0.08% |
41,795
-64
|
|
||
97
iShares MSCI Emerging Markets ETF
EEM
$20.6B
| $6.23M | 0.08% |
116,580
-531
|
|
||
98
Oracle
ORCL
$576B
| $6.21M | 0.08% |
22,089
|
|
||
99
iShares Russell 2000 ETF
IWM
$71.3B
| $6.05M | 0.08% |
25,016
-63
|
|
||
100
iShares S&P 500 Growth ETF
IVW
$66.5B
| $5.63M | 0.07% |
46,646
-229
|
|