BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.82B
AUM Growth
+$419M
(+5.7%)
Holding
434
Top Buys
| 1 | +$55.6M | |
| 2 | +$51.2M | |
| 3 | +$33.6M | |
| 4 |
Lowe's Companies
LOW
|
+$12.5M |
| 5 |
Stryker
SYK
|
+$10.7M |
Top Sells
| 1 | +$68.7M | |
| 2 | +$21.2M | |
| 3 | +$18.2M | |
| 4 |
Lockheed Martin
LMT
|
+$15.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Nike
NKE
$96B
| $1.97M | 0.03% |
28,284
+187
|
|
||
177
Watsco Inc
WSO
$13.8B
| $1.97M | 0.03% |
4,874
+219
|
|
||
178
Fidelity National Financial
FNF
$15.9B
| $1.97M | 0.03% |
32,560
+7,810
|
|
||
179
Hamilton Lane
HLNE
$5.33B
| $1.96M | 0.03% |
14,550
+876
|
|
||
180
NextEra Energy
NEE
$176B
| $1.94M | 0.02% |
25,635
+983
|
|
||
181
Hologic
HOLX
$16.7B
| $1.93M | 0.02% |
28,555
+1,708
|
|
||
182
Charles Schwab
SCHW
$164B
| $1.93M | 0.02% |
20,178
-3,528
|
|
||
183
PPG Industries
PPG
$22.5B
| $1.92M | 0.02% |
18,240
+1,200
|
|
||
184
L3Harris
LHX
$51.2B
| $1.91M | 0.02% |
6,249
-209
|
|
||
185
Fox Factory Holding Corp
FOXF
$653M
| $1.89M | 0.02% |
77,967
+4,716
|
|
||
186
TE Connectivity
TEL
$67.5B
| $1.88M | 0.02% |
8,560
-3,350
|
|
||
187
Lattice Semiconductor
LSCC
$9.77B
| $1.84M | 0.02% |
25,139
+1,517
|
|
||
188
Chubb
CB
$116B
| $1.8M | 0.02% |
6,383
+1,862
|
|
||
189
CNX Resources
CNX
$5.26B
| $1.76M | 0.02% |
54,862
+3,310
|
|
||
190
Vanguard Total Stock Market ETF
VTI
$563B
| $1.76M | 0.02% |
5,364
+686
|
|
||
191
IQVIA
IQV
$38.4B
| $1.74M | 0.02% |
9,185
+198
|
|
||
192
CACI
CACI
$13.4B
| $1.74M | 0.02% |
3,493
+206
|
|
||
193
Applied Industrial Technologies
AIT
$9.71B
| $1.74M | 0.02% |
6,653
+433
|
|
||
194
ConocoPhillips
COP
$110B
| $1.73M | 0.02% |
18,295
+1,960
|
|
||
195
EastGroup Properties
EGP
$9.57B
| $1.71M | 0.02% |
10,077
+557
|
|
||
196
Option Care Health
OPCH
$4.87B
| $1.67M | 0.02% |
60,225
+3,630
|
|
||
197
AerCap
AER
$23.1B
| $1.65M | 0.02% |
13,666
+6
|
|
||
198
Brookfield
BN
$104B
| $1.65M | 0.02% |
36,083
-5,865
|
|
||
199
RenaissanceRe
RNR
$12.2B
| $1.63M | 0.02% |
6,420
+400
|
|
||
200
Jones Lang LaSalle
JLL
$15.3B
| $1.63M | 0.02% |
5,451
+348
|
|