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
COF icon
151
Capital One
COF
$141B
$2.38M 0.03%
11,202
+2,069
ABG icon
152
Asbury Automotive
ABG
$4.51B
$2.37M 0.03%
9,937
+1,296
TPL icon
153
Texas Pacific Land
TPL
$21.2B
$2.34M 0.03%
2,219
-928
CELH icon
154
Celsius Holdings
CELH
$15.7B
$2.31M 0.03%
49,774
+5,825
TILT icon
155
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$1.83B
$2.31M 0.03%
10,299
-216
MDT icon
156
Medtronic
MDT
$115B
$2.3M 0.03%
26,358
-74
FFIN icon
157
First Financial Bankshares
FFIN
$4.4B
$2.23M 0.03%
61,871
+10,230
TMHC icon
158
Taylor Morrison
TMHC
$5.76B
$2.23M 0.03%
36,241
+4,856
NMIH icon
159
NMI Holdings
NMIH
$2.83B
$2.2M 0.03%
52,231
+6,990
XPEL icon
160
XPEL
XPEL
$913M
$2.19M 0.03%
60,964
+8,141
LNG icon
161
Cheniere Energy
LNG
$44.7B
$2.19M 0.03%
8,974
AAON icon
162
Aaon
AAON
$7.38B
$2.17M 0.03%
29,445
+3,942
CAT icon
163
Caterpillar
CAT
$263B
$2.17M 0.03%
5,578
-37
SCHW icon
164
Charles Schwab
SCHW
$169B
$2.16M 0.03%
23,706
-750
CLH icon
165
Clean Harbors
CLH
$11.1B
$2.15M 0.03%
9,309
+1,252
IJS icon
166
iShares S&P Small-Cap 600 Value ETF
IJS
$6.62B
$2.15M 0.03%
21,620
RUSHA icon
167
Rush Enterprises Class A
RUSHA
$3.6B
$2.12M 0.03%
41,250
+5,501
QCOM icon
168
Qualcomm
QCOM
$190B
$2.09M 0.03%
13,114
-222
ACLS icon
169
Axcelis
ACLS
$2.59B
$2.08M 0.03%
29,775
+3,982
VTV icon
170
Vanguard Value ETF
VTV
$146B
$2.06M 0.03%
11,679
+159
WSO icon
171
Watsco Inc
WSO
$14.5B
$2.06M 0.03%
4,655
+487
SYY icon
172
Sysco
SYY
$34.8B
$2.03M 0.03%
26,852
+3,404
TEL icon
173
TE Connectivity
TEL
$72.7B
$2.01M 0.03%
11,910
-1,480
NKE icon
174
Nike
NKE
$90.4B
$2M 0.03%
28,097
-654
RBA icon
175
RB Global
RBA
$18.2B
$1.98M 0.03%
18,605
+39
5 6
7
8 9