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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 | |
|---|---|---|---|---|---|---|
76
Biogen
BIIB
$30.7B
| $780K | 0.21% |
+3,625
| New | +$775K |
|
77
Boeing
BA
$185B
| $694K | 0.18% |
+6,779
| New | +$644K |
|
|
DD
78
DELISTED
Du Pont De Nemours E I
DD
| $683K | 0.18% |
+13,702
| New | +$692K |
|
79
BHP
BHP
$230B
| $682K | 0.18% |
+13,974
| New | +$775K |
|
80
Plains All American Pipeline
PAA
$16.1B
| $675K | 0.18% |
+12,095
| New | +$685K |
|
81
Amgen
AMGN
$222B
| $644K | 0.17% |
+6,528
| New | +$677K |
|
82
Enterprise Products Partners
EPD
$81.7B
| $641K | 0.17% |
+20,608
| New | +$624K |
|
|
CHK
83
DELISTED
Chesapeake Energy Corporation
CHK
| $635K | 0.17% |
+165
| New | +$633K |
|
|
TIF
84
DELISTED
Tiffany & Co.
TIF
| $612K | 0.16% |
+8,400
| New | +$626K |
|
|
FISV
85
Fiserv Inc
FISV
$27.9B
| $603K | 0.16% |
+27,600
| New | +$605K |
|
86
US Bancorp
USB
$99.6B
| $594K | 0.16% |
+16,441
| New | +$564K |
|
87
Intel
INTC
$513B
| $589K | 0.16% |
+24,306
| New | +$574K |
|
|
EEP
88
DELISTED
Enbridge Energy Partners
EEP
| $579K | 0.15% |
+18,975
| New | +$566K |
|
|
MMP
89
DELISTED
Magellan Midstream Partners, L.P.
MMP
| $562K | 0.15% |
+10,308
| New | +$541K |
|
90
Cisco
CSCO
$479B
| $551K | 0.15% |
+22,669
| New | +$510K |
|
91
Baxter International
BAX
$14.2B
| $527K | 0.14% |
+14,001
| New | +$536K |
|
92
Colgate-Palmolive
CL
$74.4B
| $454K | 0.12% |
+7,918
| New | +$470K |
|
93
Toronto Dominion Bank
TD
$200B
| $444K | 0.12% |
+11,050
| New | +$445K |
|
94
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
| $442K | 0.12% |
+9,450
| New | +$433K |
|
95
PNC Financial Services
PNC
$101B
| $434K | 0.11% |
+5,945
| New | +$412K |
|
96
FedEx
FDX
$75.4B
| $430K | 0.11% |
+4,360
| New | +$423K |
|
97
Bristol-Myers Squibb
BMY
$132B
| $408K | 0.11% |
+9,133
| New | +$397K |
|
98
Stanley Black & Decker
SWK
$15.7B
| $393K | 0.1% |
+5,080
| New | +$398K |
|
99
Pfizer
PFE
$153B
| $383K | 0.1% |
+14,410
| New | +$398K |
|
100
Mondelez International
MDLZ
$79.9B
| $348K | 0.09% |
+12,200
| New | +$371K |
|
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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.