BIM

Bridges Investment Management Portfolio holdings

AUM $7.88B
1-Year Est. Return 18.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.36%
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
+$14.4M
2
+$12.4M
3
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

1
+$26.7M
2
+$24M
3
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

1 Technology 22.27%
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
201
$1.46M 0.02%
6,020
202
$1.45M 0.02%
5,524
-22
203
$1.45M 0.02%
6,220
+820
204
$1.43M 0.02%
17,106
-857
205
$1.42M 0.02%
21,088
+12
206
$1.42M 0.02%
4,678
-284
207
$1.42M 0.02%
8,987
208
$1.42M 0.02%
2,675
-222
209
$1.41M 0.02%
66,044
+18,526
210
$1.4M 0.02%
10,488
+613
211
$1.39M 0.02%
13,550
-1,640
212
$1.39M 0.02%
24,750
213
$1.37M 0.02%
7,614
+894
214
$1.31M 0.02%
4,521
+7
215
$1.31M 0.02%
5,103
+656
216
$1.29M 0.02%
4,725
+644
217
$1.28M 0.02%
20,684
+2,768
218
$1.25M 0.02%
51,613
-234
219
$1.24M 0.02%
6,809
+989
220
$1.23M 0.02%
3,864
+18
221
$1.18M 0.02%
40,652
+1,999
222
$1.17M 0.02%
4,387
+10
223
$1.16M 0.02%
8,298
+179
224
$1.16M 0.02%
23,622
+3,143
225
$1.16M 0.02%
16,063
+3
7 8
9
10 11