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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
APP icon
326
Applovin
APP
$107B
$342K ﹤0.01%
+1,057
New +$267K
TRN icon
327
Trinity Industries
TRN
$2.29B
$339K ﹤0.01%
9,665
– –
AXON
328
Axon Enterprise
AXON
$51.7B
$339K ﹤0.01%
570
-199
-26% -$108K
WCN
329
Waste Connections
WCN
$42B
$332K ﹤0.01%
1,933
– –
DECK icon
330
Deckers Outdoor
DECK
$12.8B
$329K ﹤0.01%
1,620
– –
MRVL icon
331
Marvell Technology
MRVL
$191B
$329K ﹤0.01%
2,977
-829
-22% -$77K
SBUX icon
332
Starbucks
SBUX
$122B
$327K ﹤0.01%
3,580
-103
-3% -$9.96K
VST icon
333
Vistra
VST
$48.6B
$320K ﹤0.01%
2,322
+302
+15% +$41.9K
GXO icon
334
GXO Logistics
GXO
$5.37B
$319K ﹤0.01%
7,335
+1,129
+18% +$62.2K
VOOG icon
335
Vanguard S&P 500 Growth ETF
VOOG
$27.1B
$313K ﹤0.01%
5,130
– –
MLM icon
336
Martin Marietta Materials
MLM
$33.3B
$307K ﹤0.01%
594
– –
RLI icon
337
RLI Corp
RLI
$5.87B
$299K ﹤0.01%
3,622
-9,934
-73% -$825K
CHH icon
338
Choice Hotels
CHH
$4.62B
$297K ﹤0.01%
2,091
– –
LSTR icon
339
Landstar System
LSTR
$6.03B
$296K ﹤0.01%
1,724
– –
TYL icon
340
Tyler Technologies
TYL
$13.2B
$291K ﹤0.01%
504
-1
-0.2% -$604
EVTC icon
341
Evertec
EVTC
$1.76B
$290K ﹤0.01%
8,407
– –
LNT icon
342
Alliant Energy
LNT
$17.8B
$288K ﹤0.01%
4,867
-3
-0.1% -$181
WDFC icon
343
WD-40
WDFC
$3.13B
$287K ﹤0.01%
1,182
– –
DASH icon
344
DoorDash
DASH
$91.9B
$284K ﹤0.01%
+1,693
New +$278K
NUE icon
345
Nucor
NUE
$61.9B
$280K ﹤0.01%
2,401
+653
+37% +$93.9K
PNC icon
346
PNC Financial Services
PNC
$101B
$277K ﹤0.01%
1,438
-490
-25% -$96.3K
THO icon
347
Thor Industries
THO
$4.23B
$275K ﹤0.01%
2,874
-579
-17% -$61.8K
SYBT icon
348
Stock Yards Bancorp
SYBT
$2.6B
$274K ﹤0.01%
3,833
– –
DKNG icon
349
DraftKings
DKNG
$12.6B
$274K ﹤0.01%
7,377
-2,098
-22% -$83.3K
CATH icon
350
Global X S&P 500 Catholic Values ETF
CATH
$1.35B
$273K ﹤0.01%
3,854
– –
12 13
14
15 16

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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.