BB

Bridge Builder Tax Managed Small/Mid Cap Fund | BBTSX

Mutual Fund
Bridge Builder Trust
Last update 2025-02-26 1048 Stocks (85 new)
Value $1.98 Bil Turnover 19 %
Countries:
Top Holdings: JEF(0.83%)CBRE(0.82%)GTES(0.79%)GPK(0.79%)AER(0.66%)
Summary Stock Picks Current Portfolio
Bridge Builder Tax Managed Sma... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JEF
Jefferies Financial Group Inc
210,473
16,501.1
+12.74%
0.830
+0.09%
0.100
+19.66%
-26.40%
11,745.1
Capital Markets
CBRE
CBRE Group Inc
124,333
16,323.7
0%
0.820
0%
0.040
+15.62%
+9.06%
42,682.7
Real Estate
GTES
Gates Industrial Corp PLC
763,527
15,705.8
+54.70%
0.790
+0.28%
0.300
+42.24%
+16.72%
6,189.1
Industrial Products
GPK
Graphic Packaging Holding Co
575,026
15,617.7
+109.77%
0.790
+0.41%
0.190
-15.36%
-18.17%
6,644.8
Packaging & Containers
AER
AerCap Holdings NV
135,638
12,980.6
0%
0.660
0%
0.070
+17.76%
+21.73%
21,007.8
Business Services
RBC
RBC Bearings Inc
43,060
12,881.0
+16.58%
0.650
+0.09%
0.140
+22.51%
+29.90%
12,231.1
Industrial Products
ICLR
Icon PLC
61,204
12,835.1
+237.60%
0.650
+0.46%
0.080
-8.25%
-28.42%
11,930.5
Medical Diagnostics & Research
FICO
Fair Isaac Corp
6,336
12,614.5
0%
0.640
0%
0.030
+3.02%
-6.81%
45,163.1
Software
WSO
Watsco Inc
25,054
11,872.8
+9.58%
0.600
+0.05%
0.060
-6.60%
-2.39%
18,415.2
Industrial Distribution
ITT
ITT Inc
81,392
11,629.3
+21.40%
0.590
+0.10%
0.100
+35.08%
+13.32%
12,680.9
Industrial Products

Bridge Builder Tax Managed Small/Mid Cap Fund's Historical Top Holdings Breakdowns

Bridge Builder Tax Managed Small/Mid Cap Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ICLR
Icon PLC
2024-12-31
Add
Add
+0.46%
●
187.22 ($232.71) 297.72
$150.10
-35.50%
Add 237.6%
61,204
43,075
GPK
Graphic Packaging Holding Co
2024-12-31
Add
Add
+0.41%
●
26.79 ($28.9) 30.35
$22.02
-23.81%
Add 109.77%
575,026
300,910
BBWI
Bath & Body Works Inc
2024-12-31
New Buy
New Buy
+0.35%
●
28.38 ($33.47) 39.27
$33.14
-0.99%
New holding
176,815
176,815
GTES
Gates Industrial Corp PLC
2024-12-31
Add
Add
+0.28%
●
17.3 ($20.22) 22.93
$24.01
18.74%
Add 54.7%
763,527
269,989
ALAB
Astera Labs Inc
2024-12-31
New Buy
New Buy
+0.28%
●
48.76 ($94.53) 145.81
$90.80
-3.95%
New holding
41,872
41,872
CR
Crane Co
2024-12-31
Add
Add
+0.27%
●
148.98 ($165.16) 184.96
$193.16
16.95%
Add 236.25%
50,075
35,183
CIGI
Colliers International Group Inc
2024-12-31
New Buy
New Buy
+0.27%
●
133.99 ($147.62) 155.43
$133.48
-9.58%
New holding
38,966
38,966
GMED
Globus Medical Inc
2024-12-31
New Buy
New Buy
+0.26%
●
69.79 ($79) 85.61
$59.17
-25.10%
New holding
62,241
62,241
FOUR
Shift4 Payments Inc
2024-12-31
New Buy
New Buy
+0.26%
●
88.91 ($99.45) 114.95
$101.80
2.36%
New holding
49,425
49,425
GTLB
GitLab Inc
2024-12-31
New Buy
New Buy
+0.25%
●
48.76 ($58.43) 67.19
$46.37
-20.64%
New holding
87,612
87,612

Bridge Builder Tax Managed Small/Mid Cap Fund Total Holding History ($B)

To

Bridge Builder Tax Managed Small/Mid Cap Fund's Asset Allocation

To

Bridge Builder Tax Managed Small/Mid Cap Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bridge Builder Tax Managed Small/Mid Cap Fund's Hypothetical Growth since 2024-12-31

Bridge Builder Tax Managed Small/Mid Cap Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Bridge Builder Tax Managed Small/Mid Cap Fund's Holdings Heat Map

Size field:

Bridge Builder Tax Managed Small/Mid Cap Fund's Holdings Bubble Chart

Bridge Builder Tax Managed Small/Mid Cap Fund News

  • 1

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