BIM
Bridges Investment Management Portfolio holdings
AUM
$7.4B
This Quarter Return
-2.07%
1 Year Return
+17.82%
3 Year Return
+80.47%
5 Year Return
+136.52%
10 Year Return
+290.37%
AUM
$2.82B
AUM Growth
+$2.82B
(-5.6%)
Cap. Flow
-$80.9M
Cap. Flow
% of AUM
-2.87%
Top 10 Holdings %
Top 10 Hldgs %
42.02%
Holding
209
New
5
Increased
14
Reduced
126
Closed
12
Top Buys
| 1 |
Copart
CPRT
|
$7.98M |
| 2 |
Intuitive Surgical
ISRG
|
$6.37M |
| 3 |
Lithia Motors
LAD
|
$4.62M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.16M |
| 5 |
Zoetis
ZTS
|
$3.33M |
Top Sells
| 1 |
Apple
AAPL
|
$7.41M |
| 2 |
Microsoft
MSFT
|
$4.38M |
| 3 |
Sherwin-Williams
SHW
|
$3.61M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$3.13M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$3.05M |
Sector Composition
| 1 | Financials | 21.25% |
| 2 | Technology | 17.82% |
| 3 | Healthcare | 8.38% |
| 4 | Consumer Discretionary | 8.12% |
| 5 | Communication Services | 6.89% |