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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
WCN
301
Waste Connections
WCN
$41.6B
$387K 0.01%
1,982
+49
+3% +$9.07K
ARKF icon
302
ARK Blockchain & Fintech Innovation ETF
ARKF
$782M
$381K 0.01%
11,465
-495
-4% -$19.1K
TRI icon
303
Thomson Reuters
TRI
$46B
$381K 0.01%
2,173
– –
CAKE icon
304
Cheesecake Factory
CAKE
$5.57B
$374K 0.01%
7,677
+292
+4% +$15K
INTC icon
305
Intel
INTC
$527B
$373K 0.01%
16,405
-7,181
-30% -$157K
VOE icon
306
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$363K 0.01%
2,263
+83
+4% +$13.6K
DFUV icon
307
Dimensional US Marketwide Value ETF
DFUV
$16B
$362K 0.01%
8,794
– –
AXON
308
Axon Enterprise
AXON
$50B
$362K 0.01%
689
+119
+21% +$69.6K
IWP icon
309
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$362K 0.01%
3,077
– –
IJJ icon
310
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.08B
$355K 0.01%
2,969
+180
+6% +$22.5K
RCL icon
311
Royal Caribbean
RCL
$82.9B
$352K 0.01%
1,715
-181
-10% -$42.7K
MDY icon
312
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$352K 0.01%
+660
New +$375K
SBUX icon
313
Starbucks
SBUX
$124B
$351K 0.01%
3,580
– –
JBTM
314
JBT Marel
JBTM
$6.1B
$351K 0.01%
2,871
+103
+4% +$13K
RBC icon
315
RBC Bearings
RBC
$17.5B
$349K 0.01%
1,085
-228
-17% -$76.9K
PRU icon
316
Prudential Financial
PRU
$43B
$345K 0.01%
3,090
– –
DFS
317
DELISTED
Discover Financial Services
DFS
$345K 0.01%
2,020
– –
PYPL icon
318
PayPal
PYPL
$51.8B
$343K ﹤0.01%
5,259
-7,125
-58% -$555K
BOH icon
319
Bank of Hawaii
BOH
$3.15B
$334K ﹤0.01%
4,846
+1,267
+35% +$90K
VOOV icon
320
Vanguard S&P 500 Value ETF
VOOV
$6.8B
$334K ﹤0.01%
1,811
-109
-6% -$20.4K
VGT icon
321
Vanguard Information Technology ETF
VGT
$151B
$334K ﹤0.01%
+4,920
New +$371K
CPAY icon
322
Corpay
CPAY
$27.9B
$331K ﹤0.01%
950
+193
+25% +$69.7K
AFL icon
323
Aflac
AFL
$60.7B
$329K ﹤0.01%
2,958
+452
+18% +$47.9K
ROK icon
324
Rockwell Automation
ROK
$49.5B
$326K ﹤0.01%
1,261
-197
-14% -$54.8K
PBH icon
325
Prestige Consumer Healthcare
PBH
$2.43B
$324K ﹤0.01%
3,774
+1,048
+38% +$86K
11 12
13
14 15

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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.