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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
+7.53%
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
+$580M
Cap. Flow
+$134M
Cap. Flow %
1.88%
Top 10 Hldgs %
37.97%
Holding
412
New
21
Increased
137
Reduced
135
Closed
10

Top Buys

Rank Stock Value
1
USB icon
US Bancorp
USB
+$62M
2
AZO icon
AutoZone
AZO
+$21.8M
3
CDNS icon
Cadence Design Systems
CDNS
+$20.1M
4
LAD icon
Lithia Motors
LAD
+$19.5M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$15.4M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$13.5M
2
GNRC icon
Generac Holdings
GNRC
+$10.8M
3
AAPL icon
Apple
AAPL
+$7.34M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.12M
5
NKE icon
Nike
NKE
+$7.05M

Sector Composition

Rank Sector Weight
1 Technology 21.74%
2 Financials 20.36%
3 Consumer Discretionary 10.35%
4 Healthcare 9.73%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
51
American Tower
AMT
$79B
$34.4M 0.48%
148,071
-1,138
-0.8% -$252K
ATR icon
52
AptarGroup
ATR
$8.57B
$34.2M 0.48%
213,469
-1,121
-0.5% -$166K
SHW icon
53
Sherwin-Williams
SHW
$88.5B
$32.8M 0.46%
85,824
-644
-0.7% -$225K
ULTA icon
54
Ulta Beauty
ULTA
$23.3B
$31M 0.43%
79,667
+1,108
+1% +$416K
MCD icon
55
McDonald's
MCD
$194B
$30.5M 0.43%
100,286
-1,996
-2% -$550K
AMGN icon
56
Amgen
AMGN
$224B
$30.1M 0.42%
93,542
-961
-1% -$314K
ABT icon
57
Abbott
ABT
$190B
$28.6M 0.4%
250,886
-1,760
-0.7% -$193K
ADP icon
58
Automatic Data Processing
ADP
$108B
$27.8M 0.39%
100,511
+994
+1% +$260K
POOL icon
59
Pool Corp
POOL
$7.32B
$26.2M 0.37%
69,647
+1,488
+2% +$515K
LIN icon
60
Linde
LIN
$226B
$25.5M 0.36%
53,510
+413
+0.8% +$188K
SYK icon
61
Stryker
SYK
$134B
$24.3M 0.34%
67,345
+717
+1% +$247K
IEMG icon
62
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$23.6M 0.33%
411,122
-1,098
-0.3% -$59.4K
AZO icon
63
AutoZone
AZO
$49.7B
$22.9M 0.32%
7,274
+7,116
+4,504% +$21.8M
LMT icon
64
Lockheed Martin
LMT
$138B
$22.8M 0.32%
38,938
-132
-0.3% -$70.9K
ACN icon
65
Accenture
ACN
$110B
$22.5M 0.31%
63,722
+32
+0.1% +$10.5K
CVX icon
66
Chevron
CVX
$386B
$22.2M 0.31%
150,833
-1,114
-0.7% -$166K
URI icon
67
United Rentals
URI
$71.2B
$22M 0.31%
27,145
+2,065
+8% +$1.49M
TGT icon
68
Target
TGT
$69.2B
$20.2M 0.28%
129,518
-1,042
-0.8% -$155K
INTU icon
69
Intuit
INTU
$92B
$19.8M 0.28%
31,827
-160
-0.5% -$102K
CDNS icon
70
Cadence Design Systems
CDNS
$90.2B
$19.7M 0.28%
+72,572
New +$20.1M
TJX icon
71
TJX Companies
TJX
$172B
$17.9M 0.25%
151,924
+1,016
+0.7% +$117K
PLD icon
72
Prologis
PLD
$133B
$17.1M 0.24%
135,772
+3,447
+3% +$428K
BAH icon
73
Booz Allen Hamilton
BAH
$9.45B
$16.1M 0.22%
98,731
+1,229
+1% +$188K
VOO icon
74
Vanguard S&P 500 ETF
VOO
$1.03T
$15.5M 0.22%
29,289
-214
-0.7% -$109K
JNJ icon
75
Johnson & Johnson
JNJ
$626B
$13.8M 0.19%
84,971
-2,026
-2% -$323K
1 2
3
4 5

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Bridges Investment Management's Q3 2024 Portfolio in Review

As of Q3 2024, Bridges Investment Management held 412 positions worth $7.15B, up 8.8% from $6.57B the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Bridges Investment Management's Q3 2024 filing shows 21 new, 137 increased, 135 reduced and 10 closed positions. Its largest new stake was Cadence Design Systems: 72,572 shares worth $19.7M. The largest sale was NVIDIA, an estimated $13.5M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q3 2024 buy was Cadence Design Systems: 72,572 shares worth $19.7M.
  • Bridges Investment Management added most to US Bancorp in Q3 2024, an estimated $62M increase.
  • Bridges Investment Management's biggest Q3 2024 reduction was NVIDIA, cutting an estimated $13.5M.
  • Bridges Investment Management fully exited DexCom in Q3 2024, selling an estimated $342K.
  • Bridges Investment Management's ten largest holdings make up 38% of its $7.15B portfolio in Q3 2024.
  • Bridges Investment Management opened 21 new positions and closed 10 in Q3 2024.
  • Bridges Investment Management's portfolio value rose 8.8% quarter-over-quarter to $7.15B.

Based on Bridges Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.