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
$7.4B
AUM Growth
+$471M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
416
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$13.2M
3
+$12.2M
4
FND icon
Floor & Decor
FND
+$10.7M
5
META icon
Meta Platforms (Facebook)
META
+$8.79M

Top Sells

1
+$27.7M
2
+$24.4M
3
+$5.21M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.13M
5
BRK.A icon
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
RNR icon
201
RenaissanceRe
RNR
$12.2B
$1.46M 0.02%
6,020
LH icon
202
Labcorp
LH
$20.7B
$1.45M 0.02%
5,524
-22
AIT icon
203
Applied Industrial Technologies
AIT
$9.77B
$1.45M 0.02%
6,220
+820
TLTD icon
204
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$567M
$1.43M 0.02%
17,106
-857
MDLZ icon
205
Mondelez International
MDLZ
$72B
$1.42M 0.02%
21,088
+12
VTI icon
206
Vanguard Total Stock Market ETF
VTI
$555B
$1.42M 0.02%
4,678
-284
IQV icon
207
IQVIA
IQV
$36B
$1.42M 0.02%
8,987
GEV icon
208
GE Vernova
GEV
$154B
$1.42M 0.02%
2,675
-222
REM icon
209
iShares Mortgage Real Estate ETF
REM
$614M
$1.41M 0.02%
66,044
+18,526
EMR icon
210
Emerson Electric
EMR
$75.3B
$1.4M 0.02%
10,488
+613
CCI icon
211
Crown Castle
CCI
$39B
$1.39M 0.02%
13,550
-1,640
FNF icon
212
Fidelity National Financial
FNF
$15.1B
$1.39M 0.02%
24,750
JKHY icon
213
Jack Henry & Associates
JKHY
$11.5B
$1.37M 0.02%
7,614
+894
CB icon
214
Chubb
CB
$112B
$1.31M 0.02%
4,521
+7
JLL icon
215
Jones Lang LaSalle
JLL
$13.7B
$1.31M 0.02%
5,103
+656
SAIA icon
216
Saia
SAIA
$7.62B
$1.29M 0.02%
4,725
+644
DFIN icon
217
Donnelley Financial Solutions
DFIN
$1.22B
$1.28M 0.02%
20,684
+2,768
PFE icon
218
Pfizer
PFE
$192B
$1.25M 0.02%
51,613
-234
RSP icon
219
Invesco S&P 500 Equal Weight ETF
RSP
$73.8B
$1.24M 0.02%
6,809
+989
AXP icon
220
American Express
AXP
$251B
$1.23M 0.02%
3,864
+18
T icon
221
AT&T
T
$175B
$1.18M 0.02%
40,652
+1,999
TRV icon
222
Travelers Companies
TRV
$62.3B
$1.17M 0.02%
4,387
+10
H icon
223
Hyatt Hotels
H
$13.3B
$1.16M 0.02%
8,298
+179
LSCC icon
224
Lattice Semiconductor
LSCC
$8.7B
$1.16M 0.02%
23,622
+3,143
OMC icon
225
Omnicom Group
OMC
$14.2B
$1.16M 0.02%
16,063
+3
7 8
9
10 11