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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
ISRG icon
26
Intuitive Surgical
ISRG
$139B
$90.6M 1.27%
173,663
-1,603
-0.9% -$835K
IWF icon
27
iShares Russell 1000 Growth ETF
IWF
$127B
$89.4M 1.25%
890,184
-31,468
-3% -$3.1M
LAD icon
28
Lithia Motors
LAD
$8.35B
$82.2M 1.15%
229,920
-841
-0.4% -$296K
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.35T
$73.9M 1.03%
387,827
-18,919
-5% -$3.34M
NOW icon
30
ServiceNow
NOW
$132B
$72.1M 1.01%
339,830
-19,610
-5% -$3.97M
USB icon
31
US Bancorp
USB
$100B
$71.8M 1%
1,500,422
-3,216
-0.2% -$158K
TMO icon
32
Thermo Fisher Scientific
TMO
$222B
$68.9M 0.96%
132,417
-1,364
-1% -$750K
CASY icon
33
Casey's General Stores
CASY
$31.6B
$68.5M 0.96%
172,829
-3,149
-2% -$1.27M
IWD icon
34
iShares Russell 1000 Value ETF
IWD
$84.2B
$67.4M 0.94%
364,036
-4,047
-1% -$776K
ADBE icon
35
Adobe
ADBE
$109B
$62.7M 0.88%
141,003
-1,800
-1% -$891K
ICE icon
36
Intercontinental Exchange
ICE
$84.5B
$57.8M 0.81%
387,861
-6,527
-2% -$1.03M
CTAS icon
37
Cintas
CTAS
$81.1B
$49.6M 0.69%
271,631
-2,224
-0.8% -$468K
CPRT icon
38
Copart
CPRT
$27.4B
$49.5M 0.69%
863,282
-6,568
-0.8% -$374K
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$48.4M 0.68%
842,526
-1,273
-0.2% -$76.7K
WFC icon
40
Wells Fargo
WFC
$265B
$47.7M 0.67%
679,167
-120,979
-15% -$8.26M
CDNS icon
41
Cadence Design Systems
CDNS
$91.4B
$46.1M 0.64%
153,299
+80,727
+111% +$23.5M
EOG icon
42
EOG Resources
EOG
$74.6B
$45M 0.63%
367,279
+16,407
+5% +$2.1M
ZTS icon
43
Zoetis
ZTS
$30.9B
$43.6M 0.61%
267,830
-9,031
-3% -$1.62M
HD icon
44
Home Depot
HD
$350B
$43.5M 0.61%
111,874
-3,216
-3% -$1.31M
COST icon
45
Costco
COST
$423B
$43.3M 0.61%
47,292
-889
-2% -$825K
ALC icon
46
Alcon
ALC
$35.9B
$38.3M 0.54%
451,053
-7,215
-2% -$651K
CHE icon
47
Chemed
CHE
$7.18B
$35.7M 0.5%
67,473
-4,756
-7% -$2.68M
ATR icon
48
AptarGroup
ATR
$8.5B
$33.3M 0.47%
211,718
-1,751
-0.8% -$292K
BWXT icon
49
BWX Technologies
BWXT
$15.5B
$32.8M 0.46%
294,141
-68,809
-19% -$8.41M
PEP icon
50
PepsiCo
PEP
$188B
$32.6M 0.46%
214,356
-2,364
-1% -$387K
1
2
3 4 5

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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.