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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
+7.53%
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
+$580M
Cap. Flow
+$134M
Cap. Flow %
1.88%
Top 10 Hldgs %
37.97%
Holding
412
New
21
Increased
137
Reduced
135
Closed
10

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$62M
2
AZO icon
AutoZone
AZO
+$21.8M
3
CDNS icon
Cadence Design Systems
CDNS
+$20.1M
4
LAD icon
Lithia Motors
LAD
+$19.5M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.5M
2
GNRC icon
Generac Holdings
GNRC
+$10.8M
3
AAPL icon
Apple
AAPL
+$7.34M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.12M
5
NKE icon
Nike
NKE
+$7.05M

Sector Composition

Rank Sector Weight
1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IRDM icon
326
Iridium Communications
IRDM
$5.27B
$350K ﹤0.01%
11,494
– –
WCN
327
Waste Connections
WCN
$42.1B
$346K ﹤0.01%
1,933
-160
-8% -$28.9K
IJJ icon
328
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.01B
$345K ﹤0.01%
2,789
-2,523
-47% -$300K
STVN icon
329
Stevanato
STVN
$5.68B
$339K ﹤0.01%
16,957
– –
ROK icon
330
Rockwell Automation
ROK
$49.8B
$337K ﹤0.01%
1,256
+2
+0.2% +$531
TRN icon
331
Trinity Industries
TRN
$2.3B
$337K ﹤0.01%
9,665
– –
RCL icon
332
Royal Caribbean
RCL
$82.3B
$337K ﹤0.01%
1,898
+17
+0.9% +$2.75K
GWW icon
333
W.W. Grainger
GWW
$61.4B
$336K ﹤0.01%
323
-10
-3% -$9.68K
BKR icon
334
Baker Hughes
BKR
$64.4B
$333K ﹤0.01%
9,203
+273
+3% +$9.59K
LSTR icon
335
Landstar System
LSTR
$6.13B
$326K ﹤0.01%
1,724
– –
GXO icon
336
GXO Logistics
GXO
$5.47B
$323K ﹤0.01%
6,206
– –
IWP icon
337
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$323K ﹤0.01%
2,753
+336
+14% +$37.6K
MLM icon
338
Martin Marietta Materials
MLM
$32.8B
$320K ﹤0.01%
594
+2
+0.3% +$1.08K
ENTG icon
339
Entegris
ENTG
$24.1B
$318K ﹤0.01%
2,829
+98
+4% +$11.6K
FUL icon
340
H.B. Fuller
FUL
$3.3B
$316K ﹤0.01%
3,983
– –
MPWR icon
341
Monolithic Power Systems
MPWR
$71.2B
$314K ﹤0.01%
340
-29
-8% -$25K
AXON
342
Axon Enterprise
AXON
$50.4B
$307K ﹤0.01%
769
-96
-11% -$33.1K
WDFC icon
343
WD-40
WDFC
$3.14B
$305K ﹤0.01%
1,182
– –
FCX icon
344
Freeport-McMoran
FCX
$97.2B
$302K ﹤0.01%
6,052
+52
+0.9% +$2.34K
XPEL icon
345
XPEL
XPEL
$1.34B
$301K ﹤0.01%
6,941
– –
CAKE icon
346
Cheesecake Factory
CAKE
$5.69B
$299K ﹤0.01%
7,385
– –
LNT icon
347
Alliant Energy
LNT
$18.2B
$296K ﹤0.01%
4,870
+20
+0.4% +$1.14K
VOOG icon
348
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$295K ﹤0.01%
5,130
-2,100
-29% -$117K
TYL icon
349
Tyler Technologies
TYL
$13B
$295K ﹤0.01%
505
-65
-11% -$36.6K
CTVA icon
350
Corteva
CTVA
$50.3B
$291K ﹤0.01%
4,949
+272
+6% +$14.9K
12 13
14
15 16

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Bridges Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Bridges Investment Management held 412 positions worth $7.15B, up 8.8% from $6.57B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Bridges Investment Management's Q3 2024 filing shows 21 new, 137 increased, 135 reduced and 10 closed positions. Its largest new stake was Cadence Design Systems: 72,572 shares worth $19.7M. The largest sale was NVIDIA, an estimated $13.5M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q3 2024 buy was Cadence Design Systems: 72,572 shares worth $19.7M.
  • Bridges Investment Management added most to US Bancorp in Q3 2024, an estimated $62M increase.
  • Bridges Investment Management's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $13.5M.
  • Bridges Investment Management fully exited DexCom in Q3 2024, selling an estimated $342K.
  • Bridges Investment Management's ten largest holdings make up 38% of its $7.15B portfolio in Q3 2024.
  • Bridges Investment Management opened 21 new positions and closed 10 in Q3 2024.
  • Bridges Investment Management's portfolio value rose 8.8% quarter-over-quarter to $7.15B.

Based on Bridges Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.