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 | |
|---|---|---|---|---|---|---|
|
126
Lockheed Martin
LMT
$102B
| $3.52M | 0.05% |
7,044
-30,322
|
|
||
127
State Street
STT
$33.4B
| $3.38M | 0.04% |
29,099
-3,697
|
|
||
128
iShares S&P 500 Value ETF
IVE
$47.1B
| $3.33M | 0.04% |
16,135
-130
|
|
||
129
Generac Holdings
GNRC
$8.89B
| $3.31M | 0.04% |
19,750
+590
|
|
||
130
Taylor Morrison
TMHC
$6.13B
| $3.27M | 0.04% |
49,480
+13,239
|
|
||
131
Walt Disney
DIS
$188B
| $3.26M | 0.04% |
28,505
-10
|
|
||
132
Boeing
BA
$154B
| $3.21M | 0.04% |
14,884
+110
|
|
||
133
Lincoln Electric
LECO
$13B
| $3.19M | 0.04% |
13,527
+760
|
|
||
134
Axcelis
ACLS
$2.53B
| $3.1M | 0.04% |
31,699
+1,924
|
|
||
135
Celsius Holdings
CELH
$10.7B
| $3.02M | 0.04% |
52,525
+2,751
|
|
||
136
Badger Meter
BMI
$5.14B
| $3M | 0.04% |
16,820
+4,544
|
|
||
|
FISV
137
Fiserv Inc
FISV
$34.2B
| $2.98M | 0.04% |
23,146
+6,916
|
|
||
138
Aaon
AAON
$7.4B
| $2.93M | 0.04% |
31,327
+1,882
|
|
||
139
GE Aerospace
GE
$305B
| $2.89M | 0.04% |
9,604
+64
|
|
||
140
IBM
IBM
$285B
| $2.88M | 0.04% |
10,201
-298
|
|
||
141
Caterpillar
CAT
$270B
| $2.88M | 0.04% |
6,030
+452
|
|
||
142
Verizon
VZ
$171B
| $2.86M | 0.04% |
65,167
+1,108
|
|
||
143
Becton Dickinson
BDX
$54.3B
| $2.78M | 0.04% |
14,878
+364
|
|
||
144
Bank of America
BAC
$389B
| $2.71M | 0.03% |
52,610
+186
|
|
||
145
Vanguard Growth ETF
VUG
$202B
| $2.7M | 0.03% |
5,624
-246
|
|
||
146
VanEck BDC Income ETF
BIZD
$1.55B
| $2.68M | 0.03% |
179,365
+73,598
|
|
||
147
iShares Mortgage Real Estate ETF
REM
$642M
| $2.67M | 0.03% |
121,577
+55,533
|
|
||
148
Domino's
DPZ
$14.4B
| $2.66M | 0.03% |
6,164
+362
|
|
||
149
Plains All American Pipeline
PAA
$12.4B
| $2.66M | 0.03% |
155,913
+18,976
|
|
||
150
Kinsale Capital Group
KNSL
$8.81B
| $2.62M | 0.03% |
6,163
+362
|
|