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
126
$3.18M 0.04%
16,265
-283
127
$3.1M 0.04%
14,774
-102
128
$3.09M 0.04%
10,499
-438
129
$3.01M 0.04%
12,276
+1,547
130
$2.91M 0.04%
81,644
-1,675
131
$2.86M 0.04%
26,255
+3,504
132
$2.81M 0.04%
5,801
+775
133
$2.8M 0.04%
16,230
+2,611
134
$2.77M 0.04%
64,059
+94
135
$2.75M 0.04%
4,443
-30
136
$2.74M 0.04%
19,160
-87
137
$2.72M 0.04%
469
-19
138
$2.69M 0.04%
4,746
-477
139
$2.66M 0.04%
15,258
+10
140
$2.65M 0.04%
12,767
+1,083
141
$2.61M 0.04%
5,802
+775
142
$2.57M 0.03%
5,870
+150
143
$2.51M 0.03%
136,937
144
$2.5M 0.03%
14,514
-65
145
$2.48M 0.03%
52,424
+14,153
146
$2.46M 0.03%
9,540
+87
147
$2.43M 0.03%
21,162
+7,040
148
$2.41M 0.03%
29,444
+3,935
149
$2.41M 0.03%
9,771
+55
150
$2.39M 0.03%
121,300
-53,860
4 5
6
7 8