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
101
$5.41M 0.07%
25,079
-256
102
$5.23M 0.07%
22,452
+89
103
$5.16M 0.07%
46,875
+122
104
$5.01M 0.07%
72,187
-453
105
$4.83M 0.07%
22,089
-372
106
$4.79M 0.06%
264,422
107
$4.58M 0.06%
8,576
-310
108
$4.45M 0.06%
56,268
-178
109
$4.41M 0.06%
8,227
+1,058
110
$4.28M 0.06%
23,429
-3,007
111
$4.26M 0.06%
29,160
+25
112
$4.15M 0.06%
13,418
+4,176
113
$4.13M 0.06%
8,116
-25
114
$3.97M 0.05%
30,048
115
$3.97M 0.05%
12,484
-524
116
$3.95M 0.05%
17,250
-8
117
$3.77M 0.05%
53,251
+2,050
118
$3.71M 0.05%
63,252
+1,910
119
$3.6M 0.05%
105,915
+14,152
120
$3.54M 0.05%
28,515
-151
121
$3.49M 0.05%
32,796
+531
122
$3.48M 0.05%
67,482
123
$3.43M 0.05%
12,698
+1,700
124
$3.36M 0.05%
40,208
125
$3.25M 0.04%
20,632
3 4
5
6 7