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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
ABT icon
51
Abbott
ABT
$190B
$32.9M 0.47%
247,982
+461
+0.2% +$58.7K
PEP icon
52
PepsiCo
PEP
$189B
$31.9M 0.46%
212,948
-1,408
-0.7% -$210K
ATR icon
53
AptarGroup
ATR
$8.57B
$31.7M 0.46%
213,473
+1,755
+0.8% +$264K
AZO icon
54
AutoZone
AZO
$49.7B
$31.4M 0.45%
8,232
+427
+5% +$1.47M
MCD icon
55
McDonald's
MCD
$194B
$30.6M 0.44%
98,010
-1,704
-2% -$510K
ADP icon
56
Automatic Data Processing
ADP
$108B
$30.5M 0.44%
99,776
+661
+0.7% +$199K
ULTA icon
57
Ulta Beauty
ULTA
$23.3B
$29.9M 0.43%
81,606
+6,681
+9% +$2.55M
SHW icon
58
Sherwin-Williams
SHW
$88.5B
$29.2M 0.42%
83,567
-1,326
-2% -$465K
AMGN icon
59
Amgen
AMGN
$224B
$28.9M 0.42%
92,723
-105
-0.1% -$31K
BWXT icon
60
BWX Technologies
BWXT
$15.5B
$27.9M 0.4%
282,812
-11,329
-4% -$1.23M
FND icon
61
Floor & Decor
FND
$6.44B
$25.8M 0.37%
320,614
+78,626
+32% +$7.43M
LIN icon
62
Linde
LIN
$226B
$24.9M 0.36%
53,440
+12
+0% +$5.4K
CVX icon
63
Chevron
CVX
$386B
$24.8M 0.36%
148,007
-545
-0.4% -$85.3K
POOL icon
64
Pool Corp
POOL
$7.32B
$22.6M 0.33%
70,984
+2,182
+3% +$740K
IEMG icon
65
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$22.3M 0.32%
412,869
+1,774
+0.4% +$95.5K
SYK icon
66
Stryker
SYK
$134B
$21.3M 0.31%
57,322
-9,268
-14% -$3.53M
INTU icon
67
Intuit
INTU
$92B
$19.6M 0.28%
31,918
+411
+1% +$247K
ACN icon
68
Accenture
ACN
$110B
$19.6M 0.28%
62,783
-226
-0.4% -$79.8K
TJX icon
69
TJX Companies
TJX
$172B
$18.5M 0.27%
151,484
+1,526
+1% +$185K
MRSH
70
Marsh
MRSH
$91.3B
$18.4M 0.27%
75,274
+25,869
+52% +$5.87M
AMT icon
71
American Tower
AMT
$79B
$17.7M 0.26%
81,259
-58,400
-42% -$11.5M
LMT icon
72
Lockheed Martin
LMT
$138B
$17.4M 0.25%
39,002
+426
+1% +$196K
VOO icon
73
Vanguard S&P 500 ETF
VOO
$1.03T
$15.2M 0.22%
29,533
-64
-0.2% -$34.6K
PLD icon
74
Prologis
PLD
$133B
$15M 0.22%
134,607
+372
+0.3% +$43K
APH icon
75
Amphenol
APH
$206B
$14.2M 0.21%
217,155
+8,929
+4% +$609K
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.