We are live on ! Find out more
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
APD icon
251
Air Products & Chemicals
APD
$67.7B
$756K 0.01%
2,564
-228
-8% -$70.3K
UL icon
252
Unilever
UL
$133B
$756K 0.01%
11,280
– –
MANH icon
253
Manhattan Associates
MANH
$11.2B
$753K 0.01%
4,353
+2,293
+111% +$478K
XRAY icon
254
Dentsply Sirona
XRAY
$2.27B
$706K 0.01%
47,270
– –
SWK icon
255
Stanley Black & Decker
SWK
$15.5B
$705K 0.01%
9,170
-10
-0.1% -$843
HAS icon
256
Hasbro
HAS
$13.4B
$699K 0.01%
11,370
– –
IJK icon
257
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$697K 0.01%
8,370
-260
-3% -$23.4K
WEC icon
258
WEC Energy
WEC
$35.6B
$694K 0.01%
6,365
+40
+0.6% +$4.08K
JCI icon
259
Johnson Controls International
JCI
$92.6B
$666K 0.01%
8,311
+1,020
+14% +$83.9K
HLI icon
260
Houlihan Lokey
HLI
$8.63B
$666K 0.01%
4,121
-844
-17% -$145K
PLTR icon
261
Palantir
PLTR
$411B
$654K 0.01%
+7,751
New +$681K
VMI icon
262
Valmont Industries
VMI
$9.52B
$647K 0.01%
2,267
-206
-8% -$67.2K
KMB icon
263
Kimberly-Clark
KMB
$36.2B
$640K 0.01%
4,501
-347
-7% -$46.8K
BAM icon
264
Brookfield Asset Management
BAM
$87.1B
$633K 0.01%
13,057
+618
+5% +$33.7K
PAYX icon
265
Paychex
PAYX
$42.8B
$627K 0.01%
4,066
– –
VNQ icon
266
Vanguard Real Estate ETF
VNQ
$38.6B
$622K 0.01%
6,875
+697
+11% +$63.3K
PSX icon
267
Phillips 66
PSX
$90B
$618K 0.01%
5,007
+990
+25% +$122K
C icon
268
Citigroup
C
$231B
$613K 0.01%
8,640
-1,007
-10% -$76.8K
CI icon
269
Cigna
CI
$73.3B
$613K 0.01%
1,862
– –
GXO icon
270
GXO Logistics
GXO
$5.52B
$605K 0.01%
15,472
+8,137
+111% +$340K
EFG icon
271
iShares MSCI EAFE Growth ETF
EFG
$17.4B
$600K 0.01%
6,004
-436
-7% -$44.4K
HCA icon
272
HCA Healthcare
HCA
$89.8B
$574K 0.01%
1,660
-75
-4% -$24.1K
GIS icon
273
General Mills
GIS
$20.4B
$563K 0.01%
9,416
-566
-6% -$34K
CAG icon
274
Conagra Brands
CAG
$7.16B
$550K 0.01%
20,610
– –
COR icon
275
Cencora
COR
$60B
$532K 0.01%
1,913
+5
+0.3% +$1.26K
9 10
11
12 13

Similar funds

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

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.