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
$7.82B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$51.2M
3
+$33.6M
4
LOW icon
Lowe's Companies
LOW
+$12.5M
5
SYK icon
Stryker
SYK
+$10.7M

Top Sells

1
+$68.7M
2
+$21.2M
3
+$18.2M
4
LMT icon
Lockheed Martin
LMT
+$15.1M
5
IWF icon
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
LH icon
201
Labcorp
LH
$22.2B
$1.59M 0.02%
5,524
OTEX icon
202
Open Text
OTEX
$8.45B
$1.58M 0.02%
42,290
-10,950
GEV icon
203
GE Vernova
GEV
$165B
$1.56M 0.02%
2,530
-145
TLTD icon
204
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$582M
$1.52M 0.02%
17,106
SAIA icon
205
Saia
SAIA
$8.38B
$1.5M 0.02%
5,027
+302
CUBE icon
206
CubeSmart
CUBE
$8.43B
$1.5M 0.02%
36,776
+2,206
VTV icon
207
Vanguard Value ETF
VTV
$153B
$1.48M 0.02%
7,934
-3,745
OMC icon
208
Omnicom Group
OMC
$23.1B
$1.45M 0.02%
17,807
+1,744
WMG icon
209
Warner Music
WMG
$14.5B
$1.44M 0.02%
42,390
MCO icon
210
Moody's
MCO
$87.5B
$1.44M 0.02%
3,030
-1
DT icon
211
Dynatrace
DT
$13.5B
$1.44M 0.02%
29,776
+1,583
ACGL icon
212
Arch Capital
ACGL
$33.7B
$1.41M 0.02%
+15,571
CCI icon
213
Crown Castle
CCI
$38.4B
$1.39M 0.02%
14,450
+900
CARR icon
214
Carrier Global
CARR
$45.4B
$1.38M 0.02%
23,072
EMR icon
215
Emerson Electric
EMR
$74.2B
$1.38M 0.02%
10,488
TPL icon
216
Texas Pacific Land
TPL
$19.8B
$1.33M 0.02%
1,429
-790
AXP icon
217
American Express
AXP
$250B
$1.32M 0.02%
3,971
+107
PFE icon
218
Pfizer
PFE
$143B
$1.3M 0.02%
51,213
-400
NFLX icon
219
Netflix
NFLX
$465B
$1.28M 0.02%
10,640
+8,700
H icon
220
Hyatt Hotels
H
$15.4B
$1.25M 0.02%
8,815
+517
ATO icon
221
Atmos Energy
ATO
$27.5B
$1.25M 0.02%
7,310
TRV icon
222
Travelers Companies
TRV
$64.5B
$1.22M 0.02%
4,387
JKHY icon
223
Jack Henry & Associates
JKHY
$12.5B
$1.2M 0.02%
8,032
+418
T icon
224
AT&T
T
$181B
$1.19M 0.02%
42,130
+1,478
TW icon
225
Tradeweb Markets
TW
$22.8B
$1.19M 0.02%
10,693
+633
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9
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