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
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$51.2M
3
+$33.6M
4
LOW icon
Lowe's Companies
LOW
+$12.5M
5
SYK icon
Stryker
SYK
+$10.7M

Top Sells

1
+$68.7M
2
+$21.2M
3
+$18.2M
4
LMT icon
Lockheed Martin
LMT
+$15.1M
5
IWF icon
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
ABG icon
151
Asbury Automotive
ABG
$4.52B
$2.58M 0.03%
10,543
+606
TRGP icon
152
Targa Resources
TRGP
$37.1B
$2.56M 0.03%
15,258
BKNG icon
153
Booking.com
BKNG
$166B
$2.55M 0.03%
473
+4
MDT icon
154
Medtronic
MDT
$131B
$2.52M 0.03%
26,497
+139
CMCSA icon
155
Comcast
CMCSA
$98.3B
$2.48M 0.03%
79,030
-2,614
BLDR icon
156
Builders FirstSource
BLDR
$12.5B
$2.47M 0.03%
20,392
+5,953
TILT icon
157
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.85B
$2.45M 0.03%
10,117
-182
QCOM icon
158
Qualcomm
QCOM
$183B
$2.4M 0.03%
14,417
+1,303
COF icon
159
Capital One
COF
$143B
$2.39M 0.03%
11,251
+49
RSG icon
160
Republic Services
RSG
$66B
$2.39M 0.03%
10,414
+643
IJS icon
161
iShares S&P Small-Cap 600 Value ETF
IJS
$6.65B
$2.38M 0.03%
21,533
-87
RUSHA icon
162
Rush Enterprises Class A
RUSHA
$4.08B
$2.35M 0.03%
43,899
+2,649
ROP icon
163
Roper Technologies
ROP
$47.9B
$2.34M 0.03%
4,684
-62
IWB icon
164
iShares Russell 1000 ETF
IWB
$45.4B
$2.33M 0.03%
6,381
-15,176
CLH icon
165
Clean Harbors
CLH
$12.8B
$2.3M 0.03%
9,900
+591
SYY icon
166
Sysco
SYY
$35.7B
$2.21M 0.03%
26,852
GIL icon
167
Gildan
GIL
$8.54B
$2.2M 0.03%
38,065
+3,060
FFIN icon
168
First Financial Bankshares
FFIN
$4.49B
$2.2M 0.03%
65,329
+3,458
XPEL icon
169
XPEL
XPEL
$1.33B
$2.15M 0.03%
64,878
+3,914
NMIH icon
170
NMI Holdings
NMIH
$2.95B
$2.13M 0.03%
55,602
+3,371
LNG icon
171
Cheniere Energy
LNG
$45.1B
$2.11M 0.03%
8,974
HWKN icon
172
Hawkins
HWKN
$2.82B
$2.08M 0.03%
11,403
+685
SCHX icon
173
Schwab US Large- Cap ETF
SCHX
$62.8B
$2.06M 0.03%
+78,281
RBA icon
174
RB Global
RBA
$18.1B
$2.01M 0.03%
18,585
-20
EXP icon
175
Eagle Materials
EXP
$7.14B
$1.98M 0.03%
8,485
+505
5 6
7
8 9