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
$7.88B
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$103M
2 +$40.5M
3 +$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

1 +$53M
2 +$34.2M
3 +$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BMI icon
151
Badger Meter
BMI
$3.53B
$2.4M 0.03%
13,786
-3,034
NMIH icon
152
NMI Holdings
NMIH
$3.03B
$2.39M 0.03%
58,480
+2,878
GIL icon
153
Gildan
GIL
$11.2B
$2.38M 0.03%
38,065
IWB icon
154
iShares Russell 1000 ETF
IWB
$46.1B
$2.37M 0.03%
6,335
-46
BDX icon
155
Becton Dickinson
BDX
$44.6B
$2.36M 0.03%
12,178
-2,700
ACLS icon
156
Axcelis
ACLS
$4.09B
$2.28M 0.03%
28,400
-3,299
TW icon
157
Tradeweb Markets
TW
$24.4B
$2.21M 0.03%
20,595
+9,902
QCOM icon
158
Qualcomm
QCOM
$145B
$2.21M 0.03%
12,927
-1,490
CNX icon
159
CNX Resources
CNX
$5.38B
$2.14M 0.03%
58,076
+3,214
AAON icon
160
Aaon
AAON
$7.84B
$2.12M 0.03%
27,777
-3,550
IQV icon
161
IQVIA
IQV
$29.5B
$2.09M 0.03%
9,288
+103
REM icon
162
iShares Mortgage Real Estate ETF
REM
$581M
$2.09M 0.03%
94,154
-27,423
CELH icon
163
Celsius Holdings
CELH
$8.4B
$2.08M 0.03%
45,555
-6,970
RSG icon
164
Republic Services
RSG
$63.4B
$2.07M 0.03%
9,790
-624
GNRC icon
165
Generac Holdings
GNRC
$12.5B
$2.07M 0.03%
15,158
-4,592
RBA icon
166
RB Global
RBA
$19.3B
$2.06M 0.03%
20,027
+1,442
PPG icon
167
PPG Industries
PPG
$24.8B
$2.03M 0.03%
19,842
+1,602
SCHW icon
168
Charles Schwab
SCHW
$160B
$2.03M 0.03%
20,316
+138
OPCH icon
169
Option Care Health
OPCH
$4.39B
$2.02M 0.03%
63,343
+3,118
CB icon
170
Chubb
CB
$128B
$2M 0.03%
6,398
+15
JLL icon
171
Jones Lang LaSalle
JLL
$16.2B
$1.98M 0.03%
5,881
+430
SYY icon
172
Sysco
SYY
$35.8B
$1.98M 0.03%
26,852
VZ icon
173
Verizon
VZ
$193B
$1.97M 0.03%
48,490
-16,677
CACI icon
174
CACI
CACI
$11.4B
$1.96M 0.02%
3,675
+182
LSCC icon
175
Lattice Semiconductor
LSCC
$16B
$1.95M 0.02%
26,441
+1,302