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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
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$127B
$77.2M 1.11%
855,324
-34,860
-4% -$3.44M
CASY icon
27
Casey's General Stores
CASY
$30.7B
$76.3M 1.1%
175,836
+3,007
+2% +$1.23M
IWD icon
28
iShares Russell 1000 Value ETF
IWD
$84.1B
$72.6M 1.05%
385,699
+21,663
+6% +$4.13M
LAD icon
29
Lithia Motors
LAD
$8.35B
$70.9M 1.02%
241,420
+11,500
+5% +$3.92M
TMO icon
30
Thermo Fisher Scientific
TMO
$224B
$69.8M 1.01%
140,237
+7,820
+6% +$4.24M
AVGO icon
31
Broadcom
AVGO
$1.97T
$67M 0.97%
400,230
-27,186
-6% -$5.75M
ICE icon
32
Intercontinental Exchange
ICE
$84.5B
$66.7M 0.96%
386,592
-1,269
-0.3% -$208K
USB icon
33
US Bancorp
USB
$100B
$63.2M 0.91%
1,497,422
-3,000
-0.2% -$138K
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.2T
$58.9M 0.85%
376,994
-10,833
-3% -$1.98M
CTAS icon
35
Cintas
CTAS
$82.4B
$56.3M 0.81%
274,122
+2,491
+0.9% +$496K
ADBE icon
36
Adobe
ADBE
$105B
$55.5M 0.8%
144,604
+3,601
+3% +$1.54M
NOW icon
37
ServiceNow
NOW
$132B
$52.7M 0.76%
331,140
-8,690
-3% -$1.67M
WFC icon
38
Wells Fargo
WFC
$265B
$48.8M 0.7%
679,067
-100
-0% -$7.51K
VEU icon
39
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$47.9M 0.69%
789,642
-52,884
-6% -$3.19M
EOG icon
40
EOG Resources
EOG
$75B
$47.1M 0.68%
367,494
+215
+0.1% +$27.7K
CPRT icon
41
Copart
CPRT
$27.4B
$46.5M 0.67%
822,519
-40,763
-5% -$2.29M
COST icon
42
Costco
COST
$419B
$44.8M 0.65%
47,370
+78
+0.2% +$76K
ZTS icon
43
Zoetis
ZTS
$31.1B
$44.7M 0.64%
271,553
+3,723
+1% +$619K
CHE icon
44
Chemed
CHE
$7.06B
$43.7M 0.63%
71,001
+3,528
+5% +$2.01M
ALC icon
45
Alcon
ALC
$36.7B
$42.1M 0.61%
443,258
-7,795
-2% -$699K
ABBV icon
46
AbbVie
ABBV
$442B
$40.2M 0.58%
192,031
+12,165
+7% +$2.36M
HD icon
47
Home Depot
HD
$354B
$38.9M 0.56%
106,108
-5,766
-5% -$2.25M
URI icon
48
United Rentals
URI
$71.6B
$37.1M 0.54%
59,208
+32,367
+121% +$22.3M
KLAC icon
49
KLA
KLAC
$261B
$35.1M 0.51%
516,980
+1,920
+0.4% +$138K
CDNS icon
50
Cadence Design Systems
CDNS
$90.2B
$33.4M 0.48%
131,260
-22,039
-14% -$6.13M
1
2
3 4 5

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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.