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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
(-0.01%)
Cap. Flow
-$63.6M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
39%
Holding
422
New
20
Increased
125
Reduced
174
Closed
17
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cadence Design Systems
CDNS
|
+$23.5M |
| 2 |
Floor & Decor
FND
|
+$16.5M |
| 3 |
American Financial Group
AFG
|
+$8.78M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$7.26M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$6.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$17M |
| 2 |
NVIDIA
NVDA
|
+$9.48M |
| 3 |
Generac Holdings
GNRC
|
+$9.37M |
| 4 |
BWX Technologies
BWXT
|
+$8.41M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
401
DuPont de Nemours
DD
$19.5B
| – | – |
-1,918
| Closed | -$215K |
|
402
Dow Inc
DOW
$22.6B
| – | – |
-4,284
| Closed | -$234K |
|
403
Entegris
ENTG
$23B
| – | – |
-2,829
| Closed | -$318K |
|
404
Five Below
FIVE
$13B
| – | – |
-2,654
| Closed | -$234K |
|
405
Howard Hughes
HHH
$4B
| – | – |
-6,599
| Closed | -$511K |
|
406
Iridium Communications
IRDM
$5.23B
| – | – |
-11,494
| Closed | -$350K |
|
407
Monolithic Power Systems
MPWR
$68.9B
| – | – |
-340
| Closed | -$314K |
|
408
MYR Group
MYRG
$5.14B
| – | – |
-3,944
| Closed | -$403K |
|
409
Nexstar Media Group
NXST
$5.69B
| – | – |
-3,000
| Closed | -$496K |
|
410
Reliance Steel & Aluminium
RS
$21.6B
| – | – |
-1,325
| Closed | -$383K |
|
411
ScottsMiracle-Gro
SMG
$3.61B
| – | – |
-2,884
| Closed | -$250K |
|
412
Synopsys
SNPS
$78.7B
| – | – |
-528
| Closed | -$267K |
|
413
Stevanato
STVN
$5.75B
| – | – |
-16,957
| Closed | -$339K |
|
414
Teradyne
TER
$59.3B
| – | – |
-1,583
| Closed | -$212K |
|
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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.