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
1
$466M 6.29%
936,839
-8,016
2
$323M 4.36%
1,472,534
+55,688
3
$314M 4.24%
1,529,670
-118,690
4
$284M 3.84%
4,581,466
+35,315
5
$282M 3.81%
1,598,545
-21,667
6
$278M 3.76%
382
-7
7
$245M 3.31%
1,550,657
-5,823
8
$222M 3%
394,630
+130
9
$185M 2.5%
381,044
-10,557
10
$176M 2.37%
3,080,951
-58,024
11
$160M 2.16%
3,226,154
+63,497
12
$158M 2.14%
1,447,377
+14,913
13
$155M 2.09%
671,927
-2,370
14
$154M 2.08%
530,730
-1,158
15
$149M 2.02%
420,172
-7,598
16
$143M 1.93%
698,318
-4,866
17
$136M 1.84%
184,759
+11,911
18
$120M 1.62%
192,841
+10,892
19
$112M 1.51%
688,961
+4,849
20
$108M 1.46%
393,367
-6,863
21
$108M 1.46%
404,372
-1,805
22
$106M 1.43%
201,265
-949
23
$94.6M 1.28%
303,336
+20,163
24
$94.2M 1.27%
173,388
+1,242
25
$90.7M 1.23%
86,470
-1,263
1
2 3 4 5