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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$42.1B
$3.18M 0.04%
16,265
-283
BA icon
127
Boeing
BA
$150B
$3.1M 0.04%
14,774
-102
IBM icon
128
IBM
IBM
$282B
$3.09M 0.04%
10,499
-438
BMI icon
129
Badger Meter
BMI
$5.46B
$3.01M 0.04%
12,276
+1,547
CMCSA icon
130
Comcast
CMCSA
$101B
$2.91M 0.04%
81,644
-1,675
GMS
131
DELISTED
GMS Inc
GMS
$2.86M 0.04%
26,255
+3,504
KNSL icon
132
Kinsale Capital Group
KNSL
$9.2B
$2.81M 0.04%
5,801
+775
FI icon
133
Fiserv
FI
$34.4B
$2.8M 0.04%
16,230
+2,611
VZ icon
134
Verizon
VZ
$167B
$2.77M 0.04%
64,059
+94
SPY icon
135
SPDR S&P 500 ETF Trust
SPY
$673B
$2.75M 0.04%
4,443
-30
GNRC icon
136
Generac Holdings
GNRC
$9.29B
$2.74M 0.04%
19,160
-87
BKNG icon
137
Booking.com
BKNG
$158B
$2.72M 0.04%
469
-19
ROP icon
138
Roper Technologies
ROP
$48B
$2.69M 0.04%
4,746
-477
TRGP icon
139
Targa Resources
TRGP
$35B
$2.66M 0.04%
15,258
+10
LECO icon
140
Lincoln Electric
LECO
$12.5B
$2.65M 0.04%
12,767
+1,083
DPZ icon
141
Domino's
DPZ
$13.5B
$2.61M 0.04%
5,802
+775
VUG icon
142
Vanguard Growth ETF
VUG
$201B
$2.57M 0.03%
5,870
+150
PAA icon
143
Plains All American Pipeline
PAA
$11.5B
$2.51M 0.03%
136,937
BDX icon
144
Becton Dickinson
BDX
$50.5B
$2.5M 0.03%
14,514
-65
BAC icon
145
Bank of America
BAC
$380B
$2.48M 0.03%
52,424
+14,153
GE icon
146
GE Aerospace
GE
$324B
$2.46M 0.03%
9,540
+87
WMS icon
147
Advanced Drainage Systems
WMS
$10.5B
$2.43M 0.03%
21,162
+7,040
LNTH icon
148
Lantheus
LNTH
$3.84B
$2.41M 0.03%
29,444
+3,935
RSG icon
149
Republic Services
RSG
$64.1B
$2.41M 0.03%
9,771
+55
EIPI
150
FT Energy Income Partners Enhanced Income ETF
EIPI
$890M
$2.39M 0.03%
121,300
-53,860
4 5
6
7 8