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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
CP icon
376
Canadian Pacific Kansas City
CP
$82.6B
$215K ﹤0.01%
+3,060
New +$233K
LEG icon
377
Leggett & Platt
LEG
$1.32B
$214K ﹤0.01%
27,060
– –
IT icon
378
Gartner
IT
$11.6B
$214K ﹤0.01%
509
+73
+17% +$36K
PTC icon
379
PTC
PTC
$16.7B
$212K ﹤0.01%
1,366
-51
-4% -$8.77K
MSI icon
380
Motorola Solutions
MSI
$77B
$211K ﹤0.01%
482
-428
-47% -$191K
PR
381
Permian Resources
PR
$17.7B
$203K ﹤0.01%
14,682
+123
+0.8% +$1.76K
MPWR icon
382
Monolithic Power Systems
MPWR
$67B
$201K ﹤0.01%
+347
New +$219K
RKT icon
383
Rocket Companies
RKT
$42.6B
$123K ﹤0.01%
10,176
-246
-2% -$3.17K
ACA icon
384
Arcosa
ACA
$7.12B
– –
-2,530
Closed -$245K
AVUV icon
385
Avantis US Small Cap Value ETF
AVUV
$31B
– –
-2,299
Closed -$222K
AZTA icon
386
Azenta
AZTA
$1.49B
– –
-5,245
Closed -$262K
BROS icon
387
Dutch Bros
BROS
$8.93B
– –
-3,824
Closed -$200K
BX icon
388
Blackstone
BX
$112B
– –
-1,248
Closed -$215K
CABO icon
389
Cable One
CABO
$206M
– –
-987
Closed -$357K
COWZ icon
390
Pacer US Cash Cows 100 ETF
COWZ
$19.8B
– –
-3,719
Closed -$210K
DASH icon
391
DoorDash
DASH
$93.7B
– –
-1,693
Closed -$284K
DECK icon
392
Deckers Outdoor
DECK
$12.7B
– –
-1,620
Closed -$329K
DFAC icon
393
Dimensional US Core Equity 2 ETF
DFAC
$49.9B
– –
-6,650
Closed -$230K
DHR icon
394
Danaher
DHR
$143B
– –
-885
Closed -$203K
DOV icon
395
Dover
DOV
$27.8B
– –
-1,375
Closed -$258K
F icon
396
Ford
F
$55.4B
– –
-15,796
Closed -$156K
GWW icon
397
W.W. Grainger
GWW
$62.2B
– –
-450
Closed -$474K
IMO icon
398
Imperial Oil
IMO
$64B
– –
-3,400
Closed -$209K
IVOO icon
399
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.95B
– –
-2,370
Closed -$250K
KVUE icon
400
Kenvue
KVUE
$36.9B
– –
-32,944
Closed -$703K
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.