BIM
Bridges Investment Management Portfolio holdings
AUM
$7.88B
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$7.88B
AUM Growth
+$60.8M
(+0.78%)
Holding
439
Top Buys
| 1 | +$103M | |
| 2 | +$40.5M | |
| 3 | +$13.7M | |
| 4 |
Eli Lilly
LLY
|
+$11.8M |
| 5 |
S&P Global
SPGI
|
+$10.3M |
Top Sells
| 1 | +$53M | |
| 2 | +$34.2M | |
| 3 | +$34M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$20M |
| 5 |
GHLD
Guild Holdings
GHLD
|
+$14.1M |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 10.91% |
| 4 | Communication Services | 8.43% |
| 5 | Industrials | 8.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Comfort Systems
FIX
$58.9B
| $5.74M | 0.07% |
6,149
+286
|
|
||
102
iShares MSCI Emerging Markets ETF
EEM
$27.6B
| $5.73M | 0.07% |
104,719
-11,861
|
|
||
103
MPLX
MPLX
$56.3B
| $5.52M | 0.07% |
103,351
|
|
||
104
Cisco
CSCO
$354B
| $5.38M | 0.07% |
69,782
-4,230
|
|
||
105
RTX Corp
RTX
$252B
| $5.34M | 0.07% |
29,117
-414
|
|
||
106
iShares S&P 500 Growth ETF
IVW
$68.4B
| $5.33M | 0.07% |
43,241
-3,405
|
|
||
107
Tesla
TSLA
$1.45T
| $4.96M | 0.06% |
11,018
-122
|
|
||
108
Energy Transfer Partners
ET
$65.2B
| $4.93M | 0.06% |
299,182
+16,186
|
|
||
109
Evercore
EVR
$14B
| $4.83M | 0.06% |
14,207
+702
|
|
||
110
iShares MSCI USA Quality Factor ETF
QUAL
$49.5B
| $4.62M | 0.06% |
23,264
|
|
||
111
APi Group
APG
$20.9B
| $4.54M | 0.06% |
118,557
+5,836
|
|
||
112
Honeywell
HON
$141B
| $4.38M | 0.06% |
22,450
-1,365
|
|
||
113
Oracle
ORCL
$521B
| $4.34M | 0.06% |
22,278
+189
|
|
||
114
Advanced Drainage Systems
WMS
$11.9B
| $4.28M | 0.05% |
29,581
+1,459
|
|
||
115
Ameriprise Financial
AMP
$41.8B
| $4.06M | 0.05% |
8,270
-206
|
|
||
116
Autodesk
ADSK
$51.8B
| $3.98M | 0.05% |
13,429
+11
|
|
||
117
iShares Russell Mid-Cap Value ETF
IWS
$14.9B
| $3.93M | 0.05% |
27,848
-2,891
|
|
||
118
iShares Core MSCI EAFE ETF
IEFA
$179B
| $3.83M | 0.05% |
42,801
+2,013
|
|
||
119
Waste Management
WM
$90B
| $3.78M | 0.05% |
17,214
-47
|
|
||
120
Coca-Cola
KO
$322B
| $3.74M | 0.05% |
53,534
+154
|
|
||
121
Deere & Co
DE
$159B
| $3.73M | 0.05% |
8,008
-83
|
|
||
122
Walt Disney
DIS
$185B
| $3.54M | 0.04% |
31,122
+2,617
|
|
||
123
Murphy USA
MUSA
$9.48B
| $3.45M | 0.04% |
8,552
-607
|
|
||
124
XPEL
XPEL
$1.27B
| $3.41M | 0.04% |
68,238
+3,360
|
|
||
125
Lincoln Electric
LECO
$14.3B
| $3.36M | 0.04% |
14,035
+508
|
|