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
151
$2.38M 0.03%
11,202
+2,069
152
$2.37M 0.03%
9,937
+1,296
153
$2.34M 0.03%
6,657
-2,784
154
$2.31M 0.03%
49,774
+5,825
155
$2.31M 0.03%
10,299
-216
156
$2.3M 0.03%
26,358
-74
157
$2.23M 0.03%
61,871
+10,230
158
$2.23M 0.03%
36,241
+4,856
159
$2.2M 0.03%
52,231
+6,990
160
$2.19M 0.03%
60,964
+8,141
161
$2.19M 0.03%
8,974
162
$2.17M 0.03%
29,445
+3,942
163
$2.17M 0.03%
5,578
-37
164
$2.16M 0.03%
23,706
-750
165
$2.15M 0.03%
9,309
+1,252
166
$2.15M 0.03%
21,620
167
$2.12M 0.03%
41,250
+5,501
168
$2.09M 0.03%
13,114
-222
169
$2.08M 0.03%
29,775
+3,982
170
$2.06M 0.03%
11,679
+159
171
$2.06M 0.03%
4,655
+487
172
$2.03M 0.03%
26,852
+3,404
173
$2.01M 0.03%
11,910
-1,480
174
$2M 0.03%
28,097
-654
175
$1.98M 0.03%
18,605
+39
5 6
7
8 9