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
176
$1.94M 0.03%
13,674
+1,829
177
$1.94M 0.03%
17,040
+1,847
178
$1.9M 0.03%
73,251
+9,796
179
$1.89M 0.03%
4,646
+606
180
$1.84M 0.02%
56,595
+7,564
181
$1.75M 0.02%
26,847
+3,620
182
$1.74M 0.02%
51,552
+6,879
183
$1.73M 0.02%
41,948
-325
184
$1.72M 0.02%
35,005
+1,515
185
$1.72M 0.02%
105,767
+9,015
186
$1.71M 0.02%
24,652
-1,387
187
$1.69M 0.02%
23,072
+17
188
$1.68M 0.02%
14,439
+1,927
189
$1.62M 0.02%
6,458
+281
190
$1.61M 0.02%
7,980
+1,062
191
$1.6M 0.02%
13,660
192
$1.59M 0.02%
9,520
+1,189
193
$1.57M 0.02%
3,287
+443
194
$1.56M 0.02%
28,193
+3,320
195
$1.55M 0.02%
53,240
-2,000
196
$1.52M 0.02%
10,718
+1,429
197
$1.52M 0.02%
3,031
-9
198
$1.47M 0.02%
10,060
+1,342
199
$1.47M 0.02%
34,570
+4,604
200
$1.47M 0.02%
16,335
-160
6 7
8
9 10