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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
+8.73%
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
$444M
AUM Growth
+$40.9M
Cap. Flow
+$5.82M
Cap. Flow %
1.31%
Top 10 Hldgs %
48.12%
Holding
130
New
6
Increased
60
Reduced
42
Closed
4

Top Buys

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$677K
2
AAPL icon
Apple
AAPL
+$642K
3
CBI
Chicago Bridge & Iron Nv
CBI
+$560K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$551K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$537K

Top Sells

Rank Stock Value
1
CAT icon
Caterpillar
CAT
+$629K
2
CHK
Chesapeake Energy Corporation
CHK
+$554K
3
EMC
EMC CORPORATION
EMC
+$525K
4
PNC icon
PNC Financial Services
PNC
+$445K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$347K

Sector Composition

Rank Sector Weight
1 Financials 23.64%
2 Technology 9.56%
3 Industrials 9.29%
4 Healthcare 7.32%
5 Consumer Staples 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CTSH icon
51
Cognizant
CTSH
$26B
$1.82M 0.41%
36,116
-4,130
-10% -$188K
CMCSK
52
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
$1.82M 0.41%
36,420
+10,400
+40% +$519K
APA icon
53
APA Corp
APA
$13.2B
$1.79M 0.4%
20,872
-315
-1% -$28K
DVA icon
54
DaVita
DVA
$11.7B
$1.68M 0.38%
26,460
+1,150
+5% +$67.5K
EMR icon
55
Emerson Electric
EMR
$88.3B
$1.67M 0.38%
23,746
-250
-1% -$16.7K
ILF icon
56
iShares Latin America 40 ETF
ILF
$3.83B
$1.66M 0.37%
44,833
-8,721
-16% -$334K
VMI icon
57
Valmont Industries
VMI
$9.53B
$1.63M 0.37%
10,920
-250
-2% -$35.3K
SBUX icon
58
Starbucks
SBUX
$120B
$1.58M 0.36%
40,350
– –
AMZN icon
59
Amazon
AMZN
$2.96T
$1.57M 0.35%
79,000
– –
AGN
60
DELISTED
Allergan Inc
AGN
$1.52M 0.34%
13,659
– –
ECL icon
61
Ecolab
ECL
$79.9B
$1.51M 0.34%
14,450
– –
IWR icon
62
iShares Russell Mid-Cap ETF
IWR
$57.5B
$1.46M 0.33%
38,996
-404
-1% -$14.6K
ABBV icon
63
AbbVie
ABBV
$435B
$1.41M 0.32%
26,735
+75
+0.3% +$3.69K
EMC
64
DELISTED
EMC CORPORATION
EMC
$1.39M 0.31%
55,117
-21,642
-28% -$525K
IBM icon
65
IBM
IBM
$224B
$1.36M 0.31%
7,605
+597
+9% +$103K
HD icon
66
Home Depot
HD
$355B
$1.25M 0.28%
15,136
+797
+6% +$62.1K
MSFT icon
67
Microsoft
MSFT
$3.71T
$1.22M 0.27%
32,540
-750
-2% -$27.2K
COP icon
68
ConocoPhillips
COP
$141B
$1.12M 0.25%
15,875
+300
+2% +$21.5K
CL icon
69
Colgate-Palmolive
CL
$74.4B
$1.09M 0.25%
16,709
+925
+6% +$59.2K
WAT icon
70
Waters Corp
WAT
$39.9B
$1.08M 0.24%
10,835
-1,165
-10% -$117K
BIIB icon
71
Biogen
BIIB
$30.7B
$1.08M 0.24%
3,850
+25
+0.7% +$6.47K
BPL
72
DELISTED
Buckeye Partners, L.P.
BPL
$1.05M 0.24%
14,772
+50
+0.3% +$3.36K
ABT icon
73
Abbott
ABT
$187B
$1M 0.23%
26,187
+12
+0% +$442
MON
74
DELISTED
Monsanto Co
MON
$964K 0.22%
8,280
– –
DD
75
DELISTED
Du Pont De Nemours E I
DD
$934K 0.21%
15,144
-653
-4% -$37.7K
1 2
3
4 5

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Bridges Investment Management's Q4 2013 Portfolio in Review

As of Q4 2013, Bridges Investment Management held 130 positions worth $444M, up 10% from $403M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Bridges Investment Management's Q4 2013 filing shows 6 new, 60 increased, 42 reduced and 4 closed positions. Its largest new stake was Praxair Inc: 1,808 shares worth $235K. The largest sale was Caterpillar, an estimated $629K.

By sector, the portfolio is most concentrated in Financials at 24% of assets, down from 24% a quarter earlier, followed by Technology and Industrials.

  • Bridges Investment Management's largest Q4 2013 buy was Praxair Inc: 1,808 shares worth $235K.
  • Bridges Investment Management added most to Union Pacific in Q4 2013, an estimated $677K increase.
  • Bridges Investment Management's biggest Q4 2013 reduction was Caterpillar, cutting an estimated $629K.
  • Bridges Investment Management fully exited PNC Financial Services in Q4 2013, selling an estimated $445K.
  • Bridges Investment Management's ten largest holdings make up 48% of its $444M portfolio in Q4 2013.
  • Bridges Investment Management opened 6 new positions and closed 4 in Q4 2013.
  • Bridges Investment Management's portfolio value rose 10% quarter-over-quarter to $444M.

Based on Bridges Investment Management's 13F filing for Q4 2013, filed 31 Jan 2014.