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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
BP icon
351
BP
BP
$111B
$263K ﹤0.01%
7,788
+50
+0.6% +$1.63K
LSTR icon
352
Landstar System
LSTR
$6.33B
$259K ﹤0.01%
1,724
– –
VST icon
353
Vistra
VST
$49.1B
$257K ﹤0.01%
2,191
-131
-6% -$19.6K
CMI icon
354
Cummins
CMI
$87.9B
$254K ﹤0.01%
810
+130
+19% +$45.8K
PNC icon
355
PNC Financial Services
PNC
$102B
$253K ﹤0.01%
1,438
– –
UNF icon
356
Unifirst Corp
UNF
$5.25B
$252K ﹤0.01%
1,450
– –
MMM icon
357
3M
MMM
$94.8B
$251K ﹤0.01%
1,707
– –
NXPI icon
358
NXP Semiconductors
NXPI
$59.1B
$250K ﹤0.01%
+1,316
New +$281K
ROST icon
359
Ross Stores
ROST
$79.7B
$245K ﹤0.01%
1,917
+515
+37% +$72.1K
DDOG icon
360
Datadog
DDOG
$86.6B
$244K ﹤0.01%
2,458
-26
-1% -$3.28K
HUBS icon
361
HubSpot
HUBS
$10.5B
$243K ﹤0.01%
426
+84
+25% +$58.9K
RYAN icon
362
Ryan Specialty Holdings
RYAN
$11B
$242K ﹤0.01%
3,276
+60
+2% +$4.08K
CSGP icon
363
CoStar Group
CSGP
$12.4B
$238K ﹤0.01%
3,000
-200
-6% -$15.2K
NTRA icon
364
Natera
NTRA
$45.4B
$237K ﹤0.01%
1,676
+87
+5% +$14K
CSW
365
CSW Industrials
CSW
$5.7B
$234K ﹤0.01%
803
+231
+40% +$75K
NET icon
366
Cloudflare
NET
$111B
$234K ﹤0.01%
+2,074
New +$275K
FCX icon
367
Freeport-McMoran
FCX
$96.7B
$229K ﹤0.01%
6,056
– –
FIZZ icon
368
National Beverage
FIZZ
$2.87B
$227K ﹤0.01%
5,472
– –
SITE icon
369
SiteOne Landscape Supply
SITE
$4.22B
$226K ﹤0.01%
1,861
– –
THO icon
370
Thor Industries
THO
$4.12B
$223K ﹤0.01%
2,944
+70
+2% +$6.58K
DKNG icon
371
DraftKings
DKNG
$12.8B
$221K ﹤0.01%
6,645
-732
-10% -$30.1K
CFR icon
372
Cullen/Frost Bankers
CFR
$10.4B
$219K ﹤0.01%
+1,746
New +$235K
ZM icon
373
Zoom
ZM
$30.8B
$216K ﹤0.01%
+2,928
New +$233K
AMD icon
374
Advanced Micro Devices
AMD
$786B
$216K ﹤0.01%
2,102
-103
-5% -$11.5K
EW icon
375
Edwards Lifesciences
EW
$53.7B
$216K ﹤0.01%
2,976
-10,384
-78% -$743K
13 14
15
16 17

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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.