BIM

Bridges Investment Management Portfolio holdings

AUM $7.82B
1-Year Est. Return 17.61%
This Quarter Est. Return
1 Year Est. Return
+17.61%
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
+$15.2M
2
+$13.2M
3
+$12.2M
4
FND icon
Floor & Decor
FND
+$10.7M
5
META icon
Meta Platforms (Facebook)
META
+$8.79M

Top Sells

1
+$27.7M
2
+$24.4M
3
+$5.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.13M
5
BRK.A icon
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
IWM icon
101
iShares Russell 2000 ETF
IWM
$69.2B
$5.41M 0.07%
25,079
-256
HON icon
102
Honeywell
HON
$125B
$5.23M 0.07%
22,452
+89
IVW icon
103
iShares S&P 500 Growth ETF
IVW
$67.4B
$5.16M 0.07%
46,875
+122
CSCO icon
104
Cisco
CSCO
$285B
$5.01M 0.07%
72,187
-453
ORCL icon
105
Oracle
ORCL
$707B
$4.83M 0.07%
22,089
-372
ET icon
106
Energy Transfer Partners
ET
$56.8B
$4.79M 0.06%
264,422
AMP icon
107
Ameriprise Financial
AMP
$42B
$4.58M 0.06%
8,576
-310
MRK icon
108
Merck
MRK
$209B
$4.45M 0.06%
56,268
-178
FIX icon
109
Comfort Systems
FIX
$33.7B
$4.41M 0.06%
8,227
+1,058
QUAL icon
110
iShares MSCI USA Quality Factor ETF
QUAL
$53.4B
$4.28M 0.06%
23,429
-3,007
RTX icon
111
RTX Corp
RTX
$235B
$4.26M 0.06%
29,160
+25
ADSK icon
112
Autodesk
ADSK
$64.1B
$4.15M 0.06%
13,418
+4,176
DE icon
113
Deere & Co
DE
$127B
$4.13M 0.06%
8,116
-25
IWS icon
114
iShares Russell Mid-Cap Value ETF
IWS
$13.9B
$3.97M 0.05%
30,048
TSLA icon
115
Tesla
TSLA
$1.48T
$3.97M 0.05%
12,484
-524
WM icon
116
Waste Management
WM
$80.8B
$3.95M 0.05%
17,250
-8
KO icon
117
Coca-Cola
KO
$295B
$3.77M 0.05%
53,251
+2,050
MO icon
118
Altria Group
MO
$96.2B
$3.71M 0.05%
63,252
+1,910
APG icon
119
APi Group
APG
$14.7B
$3.6M 0.05%
105,915
+14,152
DIS icon
120
Walt Disney
DIS
$200B
$3.54M 0.05%
28,515
-151
STT icon
121
State Street
STT
$32.4B
$3.49M 0.05%
32,796
+531
MPLX icon
122
MPLX
MPLX
$52.2B
$3.48M 0.05%
67,482
EVR icon
123
Evercore
EVR
$11.5B
$3.43M 0.05%
12,698
+1,700
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$155B
$3.36M 0.05%
40,208
IWN icon
125
iShares Russell 2000 Value ETF
IWN
$11.9B
$3.25M 0.04%
20,632
3 4
5
6 7