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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
VONV icon
351
Vanguard Russell 1000 Value ETF
VONV
$22B
$273K ﹤0.01%
3,357
– –
CTVA icon
352
Corteva
CTVA
$50.4B
$271K ﹤0.01%
4,761
-188
-4% -$11.1K
FUL icon
353
H.B. Fuller
FUL
$3.24B
$269K ﹤0.01%
3,983
– –
AMD icon
354
Advanced Micro Devices
AMD
$798B
$266K ﹤0.01%
2,205
+65
+3% +$9.35K
GTY
355
Getty Realty Corp
GTY
$2.05B
$262K ﹤0.01%
8,705
– –
AZTA icon
356
Azenta
AZTA
$1.49B
$262K ﹤0.01%
5,245
– –
PTC icon
357
PTC
PTC
$16.5B
$261K ﹤0.01%
1,417
– –
LEG icon
358
Leggett & Platt
LEG
$1.32B
$260K ﹤0.01%
27,060
-700
-3% -$8.38K
AFL icon
359
Aflac
AFL
$60.8B
$259K ﹤0.01%
+2,506
New +$273K
ALL icon
360
Allstate
ALL
$65.7B
$259K ﹤0.01%
1,344
-1
-0.1% -$194
VRT icon
361
Vertiv
VRT
$112B
$258K ﹤0.01%
2,272
– –
DOV icon
362
Dover
DOV
$27.8B
$258K ﹤0.01%
+1,375
New +$269K
CPAY icon
363
Corpay
CPAY
$27.8B
$256K ﹤0.01%
757
-1
-0.1% -$351
BOH icon
364
Bank of Hawaii
BOH
$3.15B
$255K ﹤0.01%
3,579
– –
SUN icon
365
Sunoco
SUN
$14.2B
$253K ﹤0.01%
4,927
– –
NTRA icon
366
Natera
NTRA
$45.1B
$252K ﹤0.01%
+1,589
New +$231K
IVOO icon
367
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
$250K ﹤0.01%
2,370
– –
UNF icon
368
Unifirst Corp
UNF
$5.22B
$248K ﹤0.01%
1,450
– –
SITE icon
369
SiteOne Landscape Supply
SITE
$4.29B
$245K ﹤0.01%
1,861
– –
ACA icon
370
Arcosa
ACA
$7.13B
$245K ﹤0.01%
2,530
– –
HUBS icon
371
HubSpot
HUBS
$11.7B
$238K ﹤0.01%
+342
New +$220K
CMI icon
372
Cummins
CMI
$87B
$237K ﹤0.01%
+680
New +$239K
FIZZ icon
373
National Beverage
FIZZ
$2.93B
$233K ﹤0.01%
5,472
– –
MSCI icon
374
MSCI
MSCI
$41.5B
$232K ﹤0.01%
386
-12
-3% -$7.2K
FCX icon
375
Freeport-McMoran
FCX
$93.6B
$231K ﹤0.01%
6,056
+4
+0.1% +$179
13 14
15
16 17

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FMI
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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.