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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
DFAC icon
376
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$230K ﹤0.01%
6,650
– –
CSGP icon
377
CoStar Group
CSGP
$12.6B
$229K ﹤0.01%
3,200
-2,443
-43% -$184K
ORLY icon
378
O'Reilly Automotive
ORLY
$74.9B
$229K ﹤0.01%
2,895
+45
+2% +$3.63K
BP icon
379
BP
BP
$111B
$229K ﹤0.01%
7,738
-710
-8% -$21.3K
WING icon
380
Wingstop
WING
$3.03B
$222K ﹤0.01%
781
+268
+52% +$91.1K
AVUV icon
381
Avantis US Small Cap Value ETF
AVUV
$30.9B
$222K ﹤0.01%
+2,299
New +$228K
MMM icon
382
3M
MMM
$94.4B
$220K ﹤0.01%
1,707
-227
-12% -$29.8K
BX icon
383
Blackstone
BX
$110B
$215K ﹤0.01%
+1,248
New +$217K
PBH icon
384
Prestige Consumer Healthcare
PBH
$2.54B
$213K ﹤0.01%
+2,726
New +$212K
ROST icon
385
Ross Stores
ROST
$80.8B
$212K ﹤0.01%
1,402
-1,239
-47% -$182K
VEEV icon
386
Veeva Systems
VEEV
$38.4B
$211K ﹤0.01%
1,005
-277
-22% -$60.9K
IT icon
387
Gartner
IT
$11.8B
$211K ﹤0.01%
436
– –
COWZ icon
388
Pacer US Cash Cows 100 ETF
COWZ
$19.6B
$210K ﹤0.01%
+3,719
New +$218K
IMO icon
389
Imperial Oil
IMO
$62.7B
$209K ﹤0.01%
3,400
– –
PR
390
Permian Resources
PR
$18B
$209K ﹤0.01%
14,559
– –
RYAN icon
391
Ryan Specialty Holdings
RYAN
$10.8B
$206K ﹤0.01%
+3,216
New +$224K
VXF icon
392
Vanguard Extended Market ETF
VXF
$31.9B
$204K ﹤0.01%
+1,074
New +$207K
DHR icon
393
Danaher
DHR
$146B
$203K ﹤0.01%
885
+1
+0.1% +$246
CSW
394
CSW Industrials
CSW
$5.72B
$202K ﹤0.01%
572
– –
BROS icon
395
Dutch Bros
BROS
$8.66B
$200K ﹤0.01%
+3,824
New +$169K
F icon
396
Ford
F
$55.7B
$156K ﹤0.01%
+15,796
New +$168K
RKT icon
397
Rocket Companies
RKT
$40.5B
$117K ﹤0.01%
10,422
– –
AIN icon
398
Albany International
AIN
$1.79B
– –
-2,324
Closed -$206K
ARKG icon
399
ARK Genomic Revolution ETF
ARKG
$1.79B
– –
-14,121
Closed -$361K
D icon
400
Dominion Energy
D
$59.9B
– –
-3,690
Closed -$213K
13 14 15
16
17

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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.