BIM
Bridges Investment Management Portfolio holdings
AUM
$7.82B
1-Year Est. Return
17.61%
1 Year Est. Return
+17.61%
AUM
$7.4B
AUM Growth
+$471M
(+6.8%)
Holding
416
Top Buys
| 1 | +$15.2M | |
| 2 | +$13.2M | |
| 3 | +$12.2M | |
| 4 |
Floor & Decor
FND
|
+$10.7M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.79M |
Top Sells
| 1 | +$27.7M | |
| 2 | +$24.4M | |
| 3 | +$5.21M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$5.13M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Hamilton Lane
HLNE
$5.49B
| $1.94M | 0.03% |
13,674
+1,829
|
|
||
177
PPG Industries
PPG
$21.5B
| $1.94M | 0.03% |
17,040
+1,847
|
|
||
178
Fox Factory Holding Corp
FOXF
$956M
| $1.9M | 0.03% |
73,251
+9,796
|
|
||
179
Murphy USA
MUSA
$6.88B
| $1.89M | 0.03% |
4,646
+606
|
|
||
180
Option Care Health
OPCH
$4.37B
| $1.84M | 0.02% |
56,595
+7,564
|
|
||
181
Hologic
HOLX
$16.5B
| $1.75M | 0.02% |
26,847
+3,620
|
|
||
182
CNX Resources
CNX
$4.67B
| $1.74M | 0.02% |
51,552
+6,879
|
|
||
183
Brookfield
BN
$103B
| $1.73M | 0.02% |
41,948
-325
|
|
||
184
Gildan
GIL
$8.69B
| $1.72M | 0.02% |
35,005
+1,515
|
|
||
185
VanEck BDC Income ETF
BIZD
$1.51B
| $1.72M | 0.02% |
105,767
+9,015
|
|
||
186
NextEra Energy
NEE
$171B
| $1.71M | 0.02% |
24,652
-1,387
|
|
||
187
Carrier Global
CARR
$48.3B
| $1.69M | 0.02% |
23,072
+17
|
|
||
188
Builders FirstSource
BLDR
$12.3B
| $1.68M | 0.02% |
14,439
+1,927
|
|
||
189
L3Harris
LHX
$54.1B
| $1.62M | 0.02% |
6,458
+281
|
|
||
190
Eagle Materials
EXP
$6.68B
| $1.61M | 0.02% |
7,980
+1,062
|
|
||
191
AerCap
AER
$22.8B
| $1.6M | 0.02% |
13,660
|
|
||
192
EastGroup Properties
EGP
$9.32B
| $1.59M | 0.02% |
9,520
+1,189
|
|
||
193
CACI
CACI
$13.1B
| $1.57M | 0.02% |
3,287
+443
|
|
||
194
Dynatrace
DT
$14.1B
| $1.56M | 0.02% |
28,193
+3,320
|
|
||
195
Open Text
OTEX
$9.59B
| $1.55M | 0.02% |
53,240
-2,000
|
|
||
196
Hawkins
HWKN
$2.71B
| $1.52M | 0.02% |
10,718
+1,429
|
|
||
197
Moody's
MCO
$86.9B
| $1.52M | 0.02% |
3,031
-9
|
|
||
198
Tradeweb Markets
TW
$22.6B
| $1.47M | 0.02% |
10,060
+1,342
|
|
||
199
CubeSmart
CUBE
$8.55B
| $1.47M | 0.02% |
34,570
+4,604
|
|
||
200
ConocoPhillips
COP
$110B
| $1.47M | 0.02% |
16,335
-160
|
|