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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
-1.71%
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
$6.93B
AUM Growth
-$220M
Cap. Flow
-$337K
Cap. Flow %
-0%
Top 10 Hldgs %
37.07%
Holding
417
New
12
Increased
153
Reduced
152
Closed
25

Top Buys

Rank Stock Value
1
URI icon
United Rentals
URI
+$22.3M
2
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$14.7M
3
CSL icon
Carlisle Companies
CSL
+$14.1M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$11M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$10.2M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$37.5M
2
AMT icon
American Tower
AMT
+$11.5M
3
AAPL icon
Apple
AAPL
+$10.4M
4
UNH icon
UnitedHealth
UNH
+$9.8M
5
TPL icon
Texas Pacific Land
TPL
+$7.04M

Sector Composition

Rank Sector Weight
1 Financials 22.94%
2 Technology 20%
3 Consumer Discretionary 10.41%
4 Healthcare 9.17%
5 Industrials 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CACI icon
226
CACI
CACI
$14.7B
$1.04M 0.02%
2,844
+1,502
+112% +$575K
KHC icon
227
Kraft Heinz
KHC
$28.9B
$1.04M 0.02%
34,188
+3,278
+11% +$98.1K
AXP icon
228
American Express
AXP
$230B
$1.03M 0.01%
3,846
+8
+0.2% +$2.37K
TFC icon
229
Truist Financial
TFC
$64B
$1.02M 0.01%
24,681
– –
ATO icon
230
Atmos Energy
ATO
$28.6B
$1.01M 0.01%
6,530
-510
-7% -$74.4K
RSP icon
231
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$1.01M 0.01%
5,820
– –
H icon
232
Hyatt Hotels
H
$16.7B
$995K 0.01%
8,119
+3,778
+87% +$544K
HWKN icon
233
Hawkins
HWKN
$2.7B
$984K 0.01%
9,289
+4,888
+111% +$537K
CLX icon
234
Clorox
CLX
$12.9B
$979K 0.01%
6,651
-2,121
-24% -$324K
ARW icon
235
Arrow Electronics
ARW
$10.7B
$938K 0.01%
9,030
– –
VIG icon
236
Vanguard Dividend Appreciation ETF
VIG
$114B
$927K 0.01%
4,781
-116
-2% -$23.1K
KMX icon
237
CarMax
KMX
$8.2B
$903K 0.01%
11,590
– –
GEV icon
238
GE Vernova
GEV
$277B
$884K 0.01%
2,897
-203
-7% -$70.8K
WWD icon
239
Woodward
WWD
$21.3B
$870K 0.01%
4,770
-270
-5% -$49.9K
BMY icon
240
Bristol-Myers Squibb
BMY
$131B
$849K 0.01%
13,926
– –
ECL icon
241
Ecolab
ECL
$78.7B
$835K 0.01%
3,292
-36
-1% -$9.07K
FICO icon
242
Fair Isaac
FICO
$22.2B
$800K 0.01%
434
+33
+8% +$61.1K
WMB icon
243
Williams Companies
WMB
$90.1B
$785K 0.01%
13,129
– –
DFIN icon
244
Donnelley Financial Solutions
DFIN
$1.15B
$783K 0.01%
17,916
+9,438
+111% +$523K
MKC icon
245
McCormick & Company Non-Voting
MKC
$14.2B
$777K 0.01%
9,440
– –
CBRE icon
246
CBRE Group
CBRE
$42.8B
$775K 0.01%
5,923
– –
MAR icon
247
Marriott International
MAR
$92.8B
$772K 0.01%
3,242
– –
DV icon
248
DoubleVerify
DV
$2.04B
$762K 0.01%
57,004
+30,030
+111% +$556K
DUK icon
249
Duke Energy
DUK
$96.1B
$758K 0.01%
6,217
+35
+0.6% +$3.99K
EFV icon
250
iShares MSCI EAFE Value ETF
EFV
$30B
$757K 0.01%
12,836
+9
+0.1% +$509
8 9
10
11 12

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Bridges Investment Management's Q1 2025 Portfolio in Review

As of Q1 2025, Bridges Investment Management held 417 positions worth $6.93B, down 3.1% from $7.15B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Bridges Investment Management's Q1 2025 filing shows 12 new, 153 increased, 152 reduced and 25 closed positions. Its largest new stake was Palantir: 7,751 shares worth $654K. The largest sale was Amazon, an estimated $37.5M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, up from 21% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Bridges Investment Management's largest Q1 2025 buy was Palantir: 7,751 shares worth $654K.
  • Bridges Investment Management added most to United Rentals in Q1 2025, an estimated $22.3M increase.
  • Bridges Investment Management's biggest Q1 2025 reduction was Amazon, cutting an estimated $37.5M.
  • Bridges Investment Management fully exited Kenvue in Q1 2025, selling an estimated $703K.
  • Bridges Investment Management's ten largest holdings make up 37% of its $6.93B portfolio in Q1 2025.
  • Bridges Investment Management opened 12 new positions and closed 25 in Q1 2025.
  • Bridges Investment Management's portfolio value fell 3.1% quarter-over-quarter to $6.93B.

Based on Bridges Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.