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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
UNF icon
351
Unifirst Corp
UNF
$5.22B
$288K ﹤0.01%
1,450
– –
EVTC icon
352
Evertec
EVTC
$1.9B
$285K ﹤0.01%
8,407
– –
SITE icon
353
SiteOne Landscape Supply
SITE
$4.29B
$281K ﹤0.01%
1,861
– –
VONV icon
354
Vanguard Russell 1000 Value ETF
VONV
$22B
$280K ﹤0.01%
3,357
-76
-2% -$6.08K
GTY
355
Getty Realty Corp
GTY
$2.05B
$277K ﹤0.01%
+8,705
New +$266K
LPLA icon
356
LPL Financial
LPLA
$29.6B
$276K ﹤0.01%
1,185
+37
+3% +$8.34K
MRVL icon
357
Marvell Technology
MRVL
$200B
$274K ﹤0.01%
3,806
+151
+4% +$10.4K
JBTM
358
JBT Marel
JBTM
$6.05B
$273K ﹤0.01%
2,768
– –
CHH icon
359
Choice Hotels
CHH
$4.7B
$272K ﹤0.01%
2,091
– –
VEEV icon
360
Veeva Systems
VEEV
$40.7B
$269K ﹤0.01%
+1,282
New +$253K
CATH icon
361
Global X S&P 500 Catholic Values ETF
CATH
$1.37B
$267K ﹤0.01%
3,854
+75
+2% +$4.99K
SNPS icon
362
Synopsys
SNPS
$79.2B
$267K ﹤0.01%
528
-207
-28% -$111K
BP icon
363
BP
BP
$110B
$265K ﹤0.01%
8,448
-190
-2% -$6.43K
SUN icon
364
Sunoco
SUN
$14.1B
$264K ﹤0.01%
4,927
– –
MMM icon
365
3M
MMM
$94B
$264K ﹤0.01%
+1,934
New +$237K
NUE icon
366
Nucor
NUE
$61.8B
$263K ﹤0.01%
1,748
+5
+0.3% +$752
DECK icon
367
Deckers Outdoor
DECK
$12.7B
$258K ﹤0.01%
1,620
+60
+4% +$9.15K
FIZZ icon
368
National Beverage
FIZZ
$2.93B
$257K ﹤0.01%
5,472
– –
PTC icon
369
PTC
PTC
$16.7B
$256K ﹤0.01%
1,417
+31
+2% +$5.45K
ALL icon
370
Allstate
ALL
$65.8B
$255K ﹤0.01%
1,345
+49
+4% +$8.7K
AZTA icon
371
Azenta
AZTA
$1.49B
$254K ﹤0.01%
5,245
– –
IVOO icon
372
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
$250K ﹤0.01%
2,370
– –
SMG icon
373
ScottsMiracle-Gro
SMG
$3.6B
$250K ﹤0.01%
+2,884
New +$203K
DHR icon
374
Danaher
DHR
$144B
$246K ﹤0.01%
884
-77
-8% -$20.4K
ACA icon
375
Arcosa
ACA
$7.13B
$240K ﹤0.01%
2,530
– –
13 14
15
16 17

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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.