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BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+1.86%
1 Year Est. Return
+21.38%
3 Year Est. Return
+77.85%
5 Year Est. Return
+98.89%
10 Year Est. Return
+374.69%
AUM
$7.15B
AUM Growth
-$755K
Cap. Flow
-$63.6M
Cap. Flow %
-0.89%
Top 10 Hldgs %
39%
Holding
422
New
20
Increased
125
Reduced
174
Closed
17

Top Buys

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$23.5M
2
FND icon
Floor & Decor
FND
+$16.5M
3
AFG icon
American Financial Group
AFG
+$8.78M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17M
2
NVDA icon
NVIDIA
NVDA
+$9.48M
3
GNRC icon
Generac Holdings
GNRC
+$9.37M
4
BWXT icon
BWX Technologies
BWXT
+$8.41M
5
WFC icon
Wells Fargo
WFC
+$8.26M

Sector Composition

Rank Sector Weight
1 Technology 22.52%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLNE icon
226
Hamilton Lane
HLNE
$5.78B
$830K 0.01%
5,607
+2,309
+70% +$411K
APD icon
227
Air Products & Chemicals
APD
$68.9B
$810K 0.01%
2,792
+228
+9% +$71.6K
EXP icon
228
Eagle Materials
EXP
$6.57B
$808K 0.01%
3,273
+505
+18% +$146K
FICO icon
229
Fair Isaac
FICO
$22.4B
$798K 0.01%
401
-25
-6% -$53.4K
HOLX
230
DELISTED
Hologic
HOLX
$792K 0.01%
10,993
+1,700
+18% +$133K
BMY icon
231
Bristol-Myers Squibb
BMY
$130B
$788K 0.01%
13,926
-243
-2% -$13.6K
NMIH icon
232
NMI Holdings
NMIH
$3.34B
$787K 0.01%
21,407
+8,698
+68% +$338K
IJK icon
233
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$785K 0.01%
8,630
-80
-0.9% -$7.53K
ACLS icon
234
Axcelis
ACLS
$4.18B
$783K 0.01%
11,204
+6,084
+119% +$505K
ECL icon
235
Ecolab
ECL
$79.8B
$780K 0.01%
3,328
-2
-0.1% -$497
CBRE icon
236
CBRE Group
CBRE
$42.7B
$778K 0.01%
5,923
-3,422
-37% -$448K
CSL icon
237
Carlisle Companies
CSL
$15.5B
$776K 0.01%
2,105
+325
+18% +$142K
CNX icon
238
CNX Resources
CNX
$5.35B
$775K 0.01%
21,142
-16,571
-44% -$610K
VMI icon
239
Valmont Industries
VMI
$9.52B
$758K 0.01%
2,473
-220
-8% -$70.9K
DT icon
240
Dynatrace
DT
$14.4B
$741K 0.01%
13,639
+2,273
+20% +$124K
SWK icon
241
Stanley Black & Decker
SWK
$15.7B
$737K 0.01%
9,180
-2
-0% -$185
MKC icon
242
McCormick & Company Non-Voting
MKC
$14.2B
$720K 0.01%
9,440
– –
UL icon
243
Unilever
UL
$134B
$720K 0.01%
11,280
– –
WMS icon
244
Advanced Drainage Systems
WMS
$10.8B
$713K 0.01%
6,165
+3,511
+132% +$487K
WMB icon
245
Williams Companies
WMB
$88.4B
$711K 0.01%
13,129
-18
-0.1% -$970
KVUE icon
246
Kenvue
KVUE
$36.6B
$703K 0.01%
32,944
-58
-0.2% -$1.31K
EGP icon
247
EastGroup Properties
EGP
$10.8B
$691K 0.01%
4,303
+562
+15% +$97.1K
H icon
248
Hyatt Hotels
H
$16.3B
$681K 0.01%
4,341
+99
+2% +$15.4K
C icon
249
Citigroup
C
$228B
$679K 0.01%
+9,647
New +$650K
BAM icon
250
Brookfield Asset Management
BAM
$88.4B
$674K 0.01%
12,439
+4,560
+58% +$246K
8 9
10
11 12

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Bridges Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Bridges Investment Management held 422 positions worth $7.15B, down 0.01% from $7.15B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q4 2024 filing shows 20 new, 125 increased, 174 reduced and 17 closed positions. Its largest new stake was Citigroup: 9,647 shares worth $679K. The largest sale was Apple, an estimated $17M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q4 2024 buy was Citigroup: 9,647 shares worth $679K.
  • Bridges Investment Management added most to Cadence Design Systems in Q4 2024, an estimated $23.5M increase.
  • Bridges Investment Management's biggest Q4 2024 reduction was Apple, cutting an estimated $17M.
  • Bridges Investment Management fully exited Howard Hughes in Q4 2024, selling an estimated $511K.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.15B portfolio in Q4 2024.
  • Bridges Investment Management opened 20 new positions and closed 17 in Q4 2024.
  • Bridges Investment Management's portfolio value fell 0.01% quarter-over-quarter to $7.15B.

Based on Bridges Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.