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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
EFV icon
251
iShares MSCI EAFE Value ETF
EFV
$30.1B
$673K 0.01%
12,827
– –
DUK icon
252
Duke Energy
DUK
$96.1B
$666K 0.01%
6,182
+465
+8% +$52.7K
JKHY icon
253
Jack Henry & Associates
JKHY
$10.8B
$645K 0.01%
3,679
+423
+13% +$75.6K
GIS icon
254
General Mills
GIS
$20B
$637K 0.01%
9,982
+535
+6% +$35.9K
HAS icon
255
Hasbro
HAS
$13.5B
$636K 0.01%
11,370
– –
KMB icon
256
Kimberly-Clark
KMB
$36B
$635K 0.01%
4,848
-14
-0.3% -$1.91K
NVO
257
Novo Nordisk
NVO
$202B
$628K 0.01%
7,300
-400
-5% -$43.3K
EFG icon
258
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$624K 0.01%
6,440
– –
AIT icon
259
Applied Industrial Technologies
AIT
$13B
$612K 0.01%
2,554
+394
+18% +$98.2K
CUBE icon
260
CubeSmart
CUBE
$9.22B
$608K 0.01%
14,180
+2,193
+18% +$105K
WEC icon
261
WEC Energy
WEC
$35.5B
$595K 0.01%
6,325
-29
-0.5% -$2.81K
QQQ icon
262
Invesco QQQ Trust
QQQ
$482B
$590K 0.01%
1,155
+346
+43% +$175K
CELH icon
263
Celsius Holdings
CELH
$6.89B
$584K 0.01%
22,170
+5,387
+32% +$160K
JCI icon
264
Johnson Controls International
JCI
$93.5B
$575K 0.01%
7,291
+1
+0% +$80
HBI
265
DELISTED
Hanesbrands
HBI
$574K 0.01%
70,520
– –
CAG icon
266
Conagra Brands
CAG
$7.09B
$572K 0.01%
20,610
-1,448
-7% -$41.1K
PAYX icon
267
Paychex
PAYX
$42.5B
$570K 0.01%
4,066
– –
INGR icon
268
Ingredion
INGR
$6.52B
$568K 0.01%
4,129
-471
-10% -$66.3K
TT icon
269
Trane Technologies
TT
$106B
$566K 0.01%
1,532
+1
+0.1% +$397
ROAD icon
270
Construction Partners
ROAD
$6.85B
$561K 0.01%
6,344
– –
MANH icon
271
Manhattan Associates
MANH
$11.1B
$557K 0.01%
2,060
+317
+18% +$90.3K
VNQ icon
272
Vanguard Real Estate ETF
VNQ
$38.4B
$550K 0.01%
6,178
– –
OKE icon
273
Oneok
OKE
$57.7B
$546K 0.01%
5,434
– –
CACI icon
274
CACI
CACI
$14.7B
$542K 0.01%
1,342
+206
+18% +$100K
TW icon
275
Tradeweb Markets
TW
$21.9B
$541K 0.01%
4,129
-42
-1% -$5.54K
9 10
11
12 13

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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.