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

Top Buys

1
+$54.1M
2
+$50.3M
3
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

1
+$60.2M
2
+$20.7M
3
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

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
$21.8B
$1.59M 0.02%
5,524
OTEX icon
202
Open Text
OTEX
$5.77B
$1.58M 0.02%
42,290
-10,950
GEV icon
203
GE Vernova
GEV
$238B
$1.56M 0.02%
2,530
-145
TLTD icon
204
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$591M
$1.52M 0.02%
17,106
SAIA icon
205
Saia
SAIA
$8.79B
$1.5M 0.02%
5,027
+302
CUBE icon
206
CubeSmart
CUBE
$8.44B
$1.5M 0.02%
36,776
+2,206
VTV icon
207
Vanguard Value ETF
VTV
$164B
$1.48M 0.02%
7,934
-3,745
OMC icon
208
Omnicom Group
OMC
$23.5B
$1.45M 0.02%
17,807
+1,744
WMG icon
209
Warner Music
WMG
$12.6B
$1.44M 0.02%
42,390
MCO icon
210
Moody's
MCO
$78.5B
$1.44M 0.02%
3,030
-1
DT icon
211
Dynatrace
DT
$11.4B
$1.44M 0.02%
29,776
+1,583
ACGL icon
212
Arch Capital
ACGL
$33.3B
$1.41M 0.02%
+15,571
CCI icon
213
Crown Castle
CCI
$35.5B
$1.39M 0.02%
14,450
+900
CARR icon
214
Carrier Global
CARR
$48.7B
$1.38M 0.02%
23,072
EMR icon
215
Emerson Electric
EMR
$73B
$1.38M 0.02%
10,488
TPL icon
216
Texas Pacific Land
TPL
$36.4B
$1.33M 0.02%
4,287
-2,370
AXP icon
217
American Express
AXP
$207B
$1.32M 0.02%
3,971
+107
PFE icon
218
Pfizer
PFE
$152B
$1.3M 0.02%
51,213
-400
NFLX icon
219
Netflix
NFLX
$394B
$1.28M 0.02%
10,640
+8,700
H icon
220
Hyatt Hotels
H
$13.7B
$1.25M 0.02%
8,815
+517
ATO icon
221
Atmos Energy
ATO
$29.9B
$1.25M 0.02%
7,310
TRV icon
222
Travelers Companies
TRV
$63.9B
$1.22M 0.02%
4,387
JKHY icon
223
Jack Henry & Associates
JKHY
$11.8B
$1.2M 0.02%
8,032
+418
T icon
224
AT&T
T
$201B
$1.19M 0.02%
42,130
+1,478
TW icon
225
Tradeweb Markets
TW
$26.4B
$1.19M 0.02%
10,693
+633
7 8
9
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