BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
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 | 22.28% |
| 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
Guild Holdings
GHLD
$1.24B
| $13.9M | 0.19% |
704,741
|
|
||
77
Prologis
PLD
$115B
| $13.6M | 0.18% |
129,638
-4,969
|
|
||
78
iShares Russell Mid-Cap ETF
IWR
$44B
| $13.6M | 0.18% |
147,810
+1,086
|
|
||
79
American Financial Group
AFG
$11B
| $13.1M | 0.18% |
104,136
+3,541
|
|
||
80
American Tower
AMT
$84.4B
| $12.8M | 0.17% |
57,696
-23,563
|
|
||
81
Booz Allen Hamilton
BAH
$10.4B
| $12.6M | 0.17% |
121,456
-1,801
|
|
||
82
ING
ING
$73.3B
| $12.4M | 0.17% |
567,485
|
|
||
83
Parker-Hannifin
PH
$97.3B
| $12.3M | 0.17% |
17,640
-252
|
|
||
84
Graco
GGG
$13.5B
| $12M | 0.16% |
139,235
+411
|
|
||
85
Johnson & Johnson
JNJ
$450B
| $11.9M | 0.16% |
77,996
+3,298
|
|
||
86
Target
TGT
$40.9B
| $11.8M | 0.16% |
119,160
-1,892
|
|
||
87
Philip Morris
PM
$230B
| $11.2M | 0.15% |
61,488
-3,394
|
|
||
88
Hershey
HSY
$33.7B
| $10.8M | 0.15% |
64,883
-2,374
|
|
||
89
Eaton
ETN
$147B
| $10.1M | 0.14% |
28,161
-75
|
|
||
90
Vanguard Small-Cap ETF
VB
$66.4B
| $9.73M | 0.13% |
41,071
+7,705
|
|
||
91
FlexShares Quality Dividend Index Fund
QDF
$1.98B
| $9.08M | 0.12% |
124,121
-93
|
|
||
92
Eli Lilly
LLY
$812B
| $8.61M | 0.12% |
11,047
+123
|
|
||
93
Walmart
WMT
$815B
| $8.48M | 0.11% |
86,770
-298
|
|
||
94
Exxon Mobil
XOM
$481B
| $8.15M | 0.11% |
75,584
-894
|
|
||
95
iShares Russell 1000 ETF
IWB
$45.4B
| $7.32M | 0.1% |
21,557
+356
|
|
||
96
Procter & Gamble
PG
$344B
| $6.67M | 0.09% |
41,859
-796
|
|
||
97
Enterprise Products Partners
EPD
$65.4B
| $6.32M | 0.09% |
203,738
+11,375
|
|
||
98
Texas Instruments
TXN
$145B
| $6.28M | 0.08% |
30,267
-2,751
|
|
||
99
AptarGroup
ATR
$7.49B
| $5.72M | 0.08% |
36,566
-176,907
|
|
||
100
iShares MSCI Emerging Markets ETF
EEM
$20.8B
| $5.65M | 0.08% |
117,111
+1,061
|
|