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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
TTD icon
326
Trade Desk
TTD
$6.84B
$318K ﹤0.01%
5,813
-1,661
-22% -$150K
EVTC icon
327
Evertec
EVTC
$1.91B
$314K ﹤0.01%
8,538
+131
+2% +$4.53K
LNT icon
328
Alliant Energy
LNT
$18.2B
$313K ﹤0.01%
4,867
– –
HLMN icon
329
Hillman Solutions
HLMN
$1.71B
$310K ﹤0.01%
35,264
– –
QQQ icon
330
Invesco QQQ Trust
QQQ
$487B
$305K ﹤0.01%
651
-504
-44% -$256K
UPS icon
331
United Parcel Service
UPS
$89.8B
$305K ﹤0.01%
2,770
-557
-17% -$66.6K
CTVA icon
332
Corteva
CTVA
$50.6B
$297K ﹤0.01%
4,723
-38
-0.8% -$2.35K
WDFC icon
333
WD-40
WDFC
$3.09B
$297K ﹤0.01%
1,216
+34
+3% +$8.04K
LW icon
334
Lamb Weston
LW
$7.39B
$296K ﹤0.01%
5,560
-549
-9% -$31.1K
CRWD icon
335
CrowdStrike
CRWD
$230B
$295K ﹤0.01%
+3,344
New +$319K
TYL icon
336
Tyler Technologies
TYL
$13.5B
$292K ﹤0.01%
503
-1
-0.2% -$594
FUL icon
337
H.B. Fuller
FUL
$3.24B
$292K ﹤0.01%
5,204
+1,221
+31% +$72K
RLI icon
338
RLI Corp
RLI
$5.87B
$291K ﹤0.01%
3,622
– –
NUE icon
339
Nucor
NUE
$61.8B
$289K ﹤0.01%
2,399
-2
-0.1% -$258
SUN icon
340
Sunoco
SUN
$14B
$286K ﹤0.01%
4,927
– –
MLM icon
341
Martin Marietta Materials
MLM
$32.7B
$285K ﹤0.01%
596
+2
+0.3% +$1.02K
ALL icon
342
Allstate
ALL
$65.9B
$278K ﹤0.01%
1,344
– –
CHH icon
343
Choice Hotels
CHH
$4.71B
$278K ﹤0.01%
2,091
– –
VONV icon
344
Vanguard Russell 1000 Value ETF
VONV
$22B
$277K ﹤0.01%
3,357
– –
ORLY icon
345
O'Reilly Automotive
ORLY
$74.9B
$276K ﹤0.01%
2,895
– –
CATH icon
346
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$274K ﹤0.01%
4,051
+197
+5% +$14K
TRU icon
347
TransUnion
TRU
$15.5B
$273K ﹤0.01%
3,294
-7,706
-70% -$704K
GTY
348
Getty Realty Corp
GTY
$2.05B
$271K ﹤0.01%
8,705
– –
SYBT icon
349
Stock Yards Bancorp
SYBT
$2.64B
$269K ﹤0.01%
3,897
+64
+2% +$4.6K
TRN icon
350
Trinity Industries
TRN
$2.34B
$266K ﹤0.01%
9,465
-200
-2% -$6.7K
12 13
14
15 16

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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.