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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
HWKN icon
276
Hawkins
HWKN
$2.71B
$540K 0.01%
4,401
-952
-18% -$120K
DFIN icon
277
Donnelley Financial Solutions
DFIN
$1.16B
$532K 0.01%
8,478
+2,449
+41% +$153K
ARES icon
278
Ares Management
ARES
$32.3B
$526K 0.01%
2,974
+728
+32% +$124K
VXUS icon
279
Vanguard Total International Stock ETF
VXUS
$162B
$524K 0.01%
8,894
-146
-2% -$9.04K
HCA icon
280
HCA Healthcare
HCA
$89.1B
$521K 0.01%
1,735
-1
-0.1% -$349
DV icon
281
DoubleVerify
DV
$2.03B
$518K 0.01%
26,974
+16,731
+163% +$315K
CI icon
282
Cigna
CI
$72.4B
$514K 0.01%
1,862
+1
+0.1% +$319
JLL icon
283
Jones Lang LaSalle
JLL
$16.7B
$512K 0.01%
2,021
-1,960
-49% -$522K
MFC icon
284
Manulife Financial
MFC
$72.7B
$496K 0.01%
16,164
– –
OPCH icon
285
Option Care Health
OPCH
$3.61B
$487K 0.01%
21,012
+9,822
+88% +$248K
EFA icon
286
iShares MSCI EAFE ETF
EFA
$79.9B
$481K 0.01%
6,364
-1,200
-16% -$95K
IJT icon
287
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$477K 0.01%
3,524
-1,488
-30% -$211K
GWW icon
288
W.W. Grainger
GWW
$61.3B
$474K 0.01%
450
+127
+39% +$143K
INTC icon
289
Intel
INTC
$493B
$473K 0.01%
23,586
-2,408
-9% -$54.3K
BR icon
290
Broadridge
BR
$19.5B
$464K 0.01%
2,051
-3
-0.1% -$672
LSCC icon
291
Lattice Semiconductor
LSCC
$17.9B
$458K 0.01%
8,087
-107
-1% -$5.87K
PSX icon
292
Phillips 66
PSX
$89.5B
$458K 0.01%
4,017
+4
+0.1% +$509
WAB icon
293
Wabtec
WAB
$50.3B
$447K 0.01%
2,357
– –
ARKF icon
294
ARK Blockchain & Fintech Innovation ETF
ARKF
$765M
$443K 0.01%
11,960
-7,792
-39% -$276K
RCL icon
295
Royal Caribbean
RCL
$82.1B
$437K 0.01%
1,896
-2
-0.1% -$443
IVOG icon
296
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.71B
$435K 0.01%
3,860
– –
COR icon
297
Cencora
COR
$63.7B
$429K 0.01%
1,908
+269
+16% +$63.3K
MSI icon
298
Motorola Solutions
MSI
$77.3B
$421K 0.01%
910
+7
+0.8% +$3.32K
UPS icon
299
United Parcel Service
UPS
$88.8B
$420K 0.01%
3,327
-122
-4% -$16.1K
AEP icon
300
American Electric Power
AEP
$67.3B
$418K 0.01%
4,534
-35
-0.8% -$3.39K
10 11
12
13 14

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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.