BIM
Bridges Investment Management Portfolio holdings
AUM
$7.88B
1-Year Est. Return
18.36%
This Fund
S&P 500
1 Year Est. Return
+18.36%
AUM
$7.88B
AUM Growth
+$60.8M
(+0.78%)
Holding
439
Top Buys
| 1 | +$103M | |
| 2 | +$40.5M | |
| 3 | +$13.7M | |
| 4 |
Eli Lilly
LLY
|
+$11.8M |
| 5 |
S&P Global
SPGI
|
+$10.3M |
Top Sells
| 1 | +$53M | |
| 2 | +$34.2M | |
| 3 | +$34M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$20M |
| 5 |
GHLD
Guild Holdings
GHLD
|
+$14.1M |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Financials | 19.36% |
| 3 | Consumer Discretionary | 10.91% |
| 4 | Communication Services | 8.43% |
| 5 | Industrials | 8.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
GE Vernova
GEV
$267B
| $1.58M | 0.02% |
2,410
-120
|
|
||
202
Travelers Companies
TRV
$64.1B
| $1.57M | 0.02% |
5,403
+1,016
|
|
||
203
Hyatt Hotels
H
$16.1B
| $1.49M | 0.02% |
9,272
+457
|
|
||
204
Jack Henry & Associates
JKHY
$11.2B
| $1.47M | 0.02% |
8,030
-2
|
|
||
205
American Express
AXP
$226B
| $1.46M | 0.02% |
3,954
-17
|
|
||
206
Builders FirstSource
BLDR
$9.65B
| $1.43M | 0.02% |
13,902
-6,490
|
|
||
207
Emerson Electric
EMR
$81.4B
| $1.39M | 0.02% |
10,488
|
|
||
208
Labcorp
LH
$22.5B
| $1.39M | 0.02% |
5,524
|
|
||
209
CubeSmart
CUBE
$9.03B
| $1.37M | 0.02% |
37,987
+1,211
|
|
||
210
Warner Music
WMG
$15.4B
| $1.3M | 0.02% |
42,390
|
|
||
211
Saia
SAIA
$11.8B
| $1.28M | 0.02% |
3,909
-1,118
|
|
||
212
Pfizer
PFE
$155B
| $1.28M | 0.02% |
51,231
+18
|
|
||
213
AerCap
AER
$22.9B
| $1.26M | 0.02% |
8,790
-4,876
|
|
||
214
Citigroup
C
$225B
| $1.24M | 0.02% |
10,621
+321
|
|
||
215
Carrier Global
CARR
$51.6B
| $1.22M | 0.02% |
23,111
+39
|
|
||
216
Texas Pacific Land
TPL
$30.2B
| $1.22M | 0.02% |
4,245
-42
|
|
||
217
Truist Financial
TFC
$63.4B
| $1.22M | 0.02% |
24,764
+53
|
|
||
218
Vanguard Dividend Appreciation ETF
VIG
$104B
| $1.19M | 0.02% |
5,425
+430
|
|
||
219
TE Connectivity
TEL
$71.4B
| $1.18M | 0.01% |
5,168
-3,392
|
|
||
220
Hamilton Lane
HLNE
$4.66B
| $1.14M | 0.01% |
8,513
-6,037
|
|
||
221
Salesforce
CRM
$153B
| $1.08M | 0.01% |
4,084
+162
|
|
||
222
Dynatrace
DT
$10.7B
| $1.07M | 0.01% |
24,630
-5,146
|
|
||
223
GXO Logistics
GXO
$6.72B
| $1.05M | 0.01% |
19,952
+981
|
|
||
224
AT&T
T
$181B
| $1.04M | 0.01% |
42,067
-63
|
|
||
225
Avery Dennison
AVY
$13B
| $1.02M | 0.01% |
+5,620
|
|