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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
+3.7%
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
$379M
AUM Growth
–
Cap. Flow
+$378M
Cap. Flow
% of AUM
99.87%
Top 10 Holdings %
Top 10 Hldgs %
49.31%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$49.2M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$19.5M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$16.9M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$15.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$12.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.14% |
| 2 | Technology | 9.09% |
| 3 | Industrials | 8.61% |
| 4 | Healthcare | 6.54% |
| 5 | Consumer Staples | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Blackrock
BLK
$176B
| $3.93M | 1.04% |
+15,305
| New | +$4.1M |
|
27
Booking.com
BKNG
$161B
| $3.58M | 0.95% |
+108,375
| New | +$3.31M |
|
|
AGN
28
DELISTED
Allergan plc
AGN
| $3.29M | 0.87% |
+26,045
| New | +$2.95M |
|
29
GE Aerospace
GE
$384B
| $3.25M | 0.86% |
+29,204
| New | +$3.23M |
|
30
Visa
V
$677B
| $3.14M | 0.83% |
+68,820
| New | +$3.01M |
|
31
Coca-Cola
KO
$375B
| $3.1M | 0.82% |
+77,243
| New | +$3.2M |
|
32
Roper Technologies
ROP
$39.8B
| $2.86M | 0.76% |
+23,056
| New | +$2.82M |
|
33
SLB Ltd
SLB
$75B
| $2.77M | 0.73% |
+38,663
| New | +$2.86M |
|
34
Altria Group
MO
$114B
| $2.71M | 0.72% |
+77,475
| New | +$2.78M |
|
35
Microsoft
MSFT
$3.71T
| $2.62M | 0.69% |
+75,903
| New | +$2.49M |
|
|
APC
36
DELISTED
Anadarko Petroleum
APC
| $2.58M | 0.68% |
+30,037
| New | +$2.59M |
|
|
CBI
37
DELISTED
Chicago Bridge & Iron Nv
CBI
| $2.53M | 0.67% |
+42,455
| New | +$2.47M |
|
38
Accenture
ACN
$108B
| $2.35M | 0.62% |
+32,690
| New | +$2.6M |
|
39
Johnson & Johnson
JNJ
$625B
| $2.28M | 0.6% |
+26,522
| New | +$2.25M |
|
40
Target
TGT
$68B
| $2.24M | 0.59% |
+32,538
| New | +$2.26M |
|
|
EMC
41
DELISTED
EMC CORPORATION
EMC
| $2.2M | 0.58% |
+93,309
| New | +$2.2M |
|
42
eBay
EBAY
$49.8B
| $2.09M | 0.55% |
+96,228
| New | +$2.18M |
|
43
iShares MSCI Pacific ex Japan ETF
EPP
$2.28B
| $2.06M | 0.54% |
+47,791
| New | +$2.3M |
|
44
Procter & Gamble
PG
$339B
| $2.05M | 0.54% |
+26,662
| New | +$2.09M |
|
45
iShares Latin America 40 ETF
ILF
$3.76B
| $2.01M | 0.53% |
+54,719
| New | +$2.25M |
|
46
RTX Corp
RTX
$301B
| $1.96M | 0.52% |
+33,461
| New | +$1.98M |
|
47
JPMorgan Chase
JPM
$950B
| $1.87M | 0.49% |
+35,475
| New | +$1.8M |
|
48
APA Corp
APA
$13.2B
| $1.85M | 0.49% |
+22,087
| New | +$1.75M |
|
49
T. Rowe Price
TROW
$24.3B
| $1.8M | 0.48% |
+24,621
| New | +$1.84M |
|
50
Verizon
VZ
$196B
| $1.79M | 0.47% |
+35,544
| New | +$1.81M |
|
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Bridges Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Bridges Investment Management, which disclosed 115 positions worth $379M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 298 shares worth $50.2M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Technology and Industrials.
- Bridges Investment Management's largest Q2 2013 buy was Berkshire Hathaway Class A: 298 shares worth $50.2M.
- Bridges Investment Management's ten largest holdings make up 49% of its $379M portfolio in Q2 2013.
- Bridges Investment Management disclosed 115 positions in Q2 2013, its first 13F filing on record.
Based on Bridges Investment Management's 13F filing for Q2 2013, filed 8 Aug 2013.