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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 | |
|---|---|---|---|---|---|---|
51
United Parcel Service
UPS
$88.9B
| $1.69M | 0.45% |
+19,545
| New | +$1.68M |
|
52
Walmart Inc
WMT
$890B
| $1.68M | 0.44% |
+67,737
| New | +$1.74M |
|
53
ExxonMobil
XOM
$634B
| $1.62M | 0.43% |
+17,946
| New | +$1.61M |
|
54
Tesla
TSLA
$1.3T
| $1.61M | 0.42% |
+225,000
| New | +$1.13M |
|
55
Valmont Industries
VMI
$9.53B
| $1.57M | 0.41% |
+10,970
| New | +$1.61M |
|
56
3M
MMM
$94.3B
| $1.47M | 0.39% |
+16,111
| New | +$1.46M |
|
57
Cognizant
CTSH
$26B
| $1.46M | 0.39% |
+46,730
| New | +$1.55M |
|
58
DaVita
DVA
$11.7B
| $1.41M | 0.37% |
+23,400
| New | +$1.46M |
|
59
Starbucks
SBUX
$120B
| $1.31M | 0.35% |
+39,950
| New | +$1.24M |
|
60
iShares Russell Mid-Cap ETF
IWR
$57.4B
| $1.27M | 0.33% |
+38,980
| New | +$1.26M |
|
61
Emerson Electric
EMR
$88.3B
| $1.24M | 0.33% |
+22,634
| New | +$1.27M |
|
62
IBM
IBM
$224B
| $1.15M | 0.3% |
+6,318
| New | +$1.23M |
|
63
Waters Corp
WAT
$39.9B
| $1.12M | 0.3% |
+11,200
| New | +$1.07M |
|
64
AbbVie
ABBV
$435B
| $1.11M | 0.29% |
+26,933
| New | +$1.18M |
|
65
Ecolab
ECL
$79.9B
| $1.09M | 0.29% |
+12,800
| New | +$1.08M |
|
|
AGN
66
DELISTED
Allergan Inc
AGN
| $1.07M | 0.28% |
+12,659
| New | +$1.31M |
|
67
Amazon
AMZN
$2.96T
| $1.05M | 0.28% |
+76,000
| New | +$1.01M |
|
68
Home Depot
HD
$355B
| $1.05M | 0.28% |
+13,549
| New | +$1.02M |
|
|
BPL
69
DELISTED
Buckeye Partners, L.P.
BPL
| $1.03M | 0.27% |
+14,672
| New | +$953K |
|
70
Abbott
ABT
$187B
| $934K | 0.25% |
+26,793
| New | +$983K |
|
71
ConocoPhillips
COP
$141B
| $925K | 0.24% |
+15,275
| New | +$929K |
|
72
Campbell Soup
CPB
$6.87B
| $890K | 0.23% |
+19,875
| New | +$903K |
|
|
KMP
73
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
| $844K | 0.22% |
+9,880
| New | +$860K |
|
|
MON
74
DELISTED
Monsanto Co
MON
| $815K | 0.22% |
+8,250
| New | +$864K |
|
75
Merck
MRK
$318B
| $802K | 0.21% |
+18,086
| New | +$808K |
|
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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.