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
76
$13.9M 0.19%
704,741
77
$13.6M 0.18%
129,638
-4,969
78
$13.6M 0.18%
147,810
+1,086
79
$13.1M 0.18%
104,136
+3,541
80
$12.8M 0.17%
57,696
-23,563
81
$12.6M 0.17%
121,456
-1,801
82
$12.4M 0.17%
567,485
83
$12.3M 0.17%
17,640
-252
84
$12M 0.16%
139,235
+411
85
$11.9M 0.16%
77,996
+3,298
86
$11.8M 0.16%
119,160
-1,892
87
$11.2M 0.15%
61,488
-3,394
88
$10.8M 0.15%
64,883
-2,374
89
$10.1M 0.14%
28,161
-75
90
$9.73M 0.13%
41,071
+7,705
91
$9.08M 0.12%
124,121
-93
92
$8.61M 0.12%
11,047
+123
93
$8.48M 0.11%
86,770
-298
94
$8.15M 0.11%
75,584
-894
95
$7.32M 0.1%
21,557
+356
96
$6.67M 0.09%
41,859
-796
97
$6.32M 0.09%
203,738
+11,375
98
$6.28M 0.08%
30,267
-2,751
99
$5.72M 0.08%
36,566
-176,907
100
$5.65M 0.08%
117,111
+1,061
2 3
4
5 6