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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
INGR icon
276
Ingredion
INGR
$6.54B
$531K 0.01%
3,924
-205
-5% -$27.1K
NVO
277
Novo Nordisk
NVO
$203B
$524K 0.01%
7,550
+250
+3% +$20.6K
TT icon
278
Trane Technologies
TT
$105B
$516K 0.01%
1,532
– –
MFC icon
279
Manulife Financial
MFC
$72.6B
$504K 0.01%
16,164
– –
AEP icon
280
American Electric Power
AEP
$67.9B
$495K 0.01%
4,530
-4
-0.1% -$405
AJG icon
281
Arthur J. Gallagher & Co
AJG
$65.5B
$492K 0.01%
+1,424
New +$450K
OKE icon
282
Oneok
OKE
$58.3B
$486K 0.01%
4,898
-536
-10% -$53.2K
ROAD icon
283
Construction Partners
ROAD
$6.9B
$479K 0.01%
6,671
+327
+5% +$25.8K
VXUS icon
284
Vanguard Total International Stock ETF
VXUS
$164B
$476K 0.01%
7,668
-1,226
-14% -$75.7K
ARES icon
285
Ares Management
ARES
$32.1B
$468K 0.01%
3,192
+218
+7% +$37.7K
BR icon
286
Broadridge
BR
$19.3B
$455K 0.01%
1,876
-175
-9% -$41.2K
PRI icon
287
Primerica
PRI
$9.57B
$447K 0.01%
1,571
+38
+2% +$10.8K
APP icon
288
Applovin
APP
$102B
$445K 0.01%
1,678
+621
+59% +$214K
SO icon
289
Southern Company
SO
$106B
$431K 0.01%
4,689
– –
WAB icon
290
Wabtec
WAB
$49.9B
$429K 0.01%
2,367
+10
+0.4% +$1.92K
AWI icon
291
Armstrong World Industries
AWI
$7.75B
$426K 0.01%
3,027
+100
+3% +$14.7K
SCHV
292
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$426K 0.01%
16,035
+435
+3% +$11.7K
IJT icon
293
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$421K 0.01%
3,379
-145
-4% -$19.4K
BKR icon
294
Baker Hughes
BKR
$63.8B
$415K 0.01%
9,439
+251
+3% +$11.2K
SHEL icon
295
Shell
SHEL
$249B
$411K 0.01%
5,613
+95
+2% +$6.4K
HBI
296
DELISTED
Hanesbrands
HBI
$407K 0.01%
70,520
– –
EFA icon
297
iShares MSCI EAFE ETF
EFA
$80.2B
$406K 0.01%
4,971
-1,393
-22% -$112K
PWR icon
298
Quanta Services
PWR
$102B
$405K 0.01%
1,592
+297
+23% +$85.8K
IVOG icon
299
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.73B
$398K 0.01%
3,860
– –
LPLA icon
300
LPL Financial
LPLA
$29.7B
$388K 0.01%
1,186
+1
+0.1% +$348
10 11
12
13 14

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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.