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 | |
|---|---|---|---|---|---|---|
101
MPLX
MPLX
$55.6B
| $5.16M | 0.07% |
103,351
+35,869
|
|
||
102
Cisco
CSCO
$301B
| $5.06M | 0.06% |
74,012
+1,825
|
|
||
103
Tesla
TSLA
$1.42T
| $4.95M | 0.06% |
11,140
-1,344
|
|
||
104
Merck
MRK
$251B
| $4.95M | 0.06% |
59,002
+2,734
|
|
||
105
RTX Corp
RTX
$227B
| $4.94M | 0.06% |
29,531
+371
|
|
||
106
Texas Instruments
TXN
$155B
| $4.89M | 0.06% |
26,606
-3,661
|
|
||
107
Energy Transfer Partners
ET
$57.4B
| $4.86M | 0.06% |
282,996
+18,574
|
|
||
108
Comfort Systems
FIX
$33.7B
| $4.84M | 0.06% |
5,863
-2,364
|
|
||
109
Honeywell
HON
$122B
| $4.72M | 0.06% |
22,446
-6
|
|
||
110
Evercore
EVR
$12.4B
| $4.56M | 0.06% |
13,505
+807
|
|
||
111
iShares MSCI USA Quality Factor ETF
QUAL
$48.2B
| $4.52M | 0.06% |
23,264
-165
|
|
||
112
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
| $4.29M | 0.05% |
30,739
+691
|
|
||
113
Autodesk
ADSK
$65.6B
| $4.26M | 0.05% |
13,418
|
|
||
114
Ameriprise Financial
AMP
$42.6B
| $4.16M | 0.05% |
8,476
-100
|
|
||
115
Altria Group
MO
$98.6B
| $3.97M | 0.05% |
60,108
-3,144
|
|
||
116
Advanced Drainage Systems
WMS
$11.9B
| $3.9M | 0.05% |
28,122
+6,960
|
|
||
117
APi Group
APG
$16.1B
| $3.87M | 0.05% |
112,721
+6,806
|
|
||
118
Waste Management
WM
$86.1B
| $3.81M | 0.05% |
17,261
+11
|
|
||
119
Deere & Co
DE
$128B
| $3.7M | 0.05% |
8,091
-25
|
|
||
120
Target
TGT
$41B
| $3.65M | 0.05% |
40,715
-78,445
|
|
||
121
iShares Russell 2000 Value ETF
IWN
$11.7B
| $3.65M | 0.05% |
20,632
|
|
||
122
iShares Core MSCI EAFE ETF
IEFA
$160B
| $3.56M | 0.05% |
40,788
+580
|
|
||
123
Murphy USA
MUSA
$7.33B
| $3.56M | 0.05% |
9,159
+4,513
|
|
||
124
Coca-Cola
KO
$305B
| $3.54M | 0.05% |
53,380
+129
|
|
||
125
AptarGroup
ATR
$8.02B
| $3.53M | 0.05% |
26,388
-10,178
|
|