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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
ROL icon
76
Rollins
ROL
$17.8B
$14.2M 0.21%
263,215
+2,191
+0.8% +$110K
CSL icon
77
Carlisle Companies
CSL
$15.5B
$14.1M 0.2%
41,463
+39,358
+1,870% +$14.1M
AFG icon
78
American Financial Group
AFG
$12B
$13.2M 0.19%
100,595
+30,204
+43% +$3.9M
BAH icon
79
Booz Allen Hamilton
BAH
$9.45B
$12.9M 0.19%
123,257
+5,596
+5% +$675K
TGT icon
80
Target
TGT
$69.2B
$12.6M 0.18%
121,052
-4
-0% -$500
IWR icon
81
iShares Russell Mid-Cap ETF
IWR
$57.7B
$12.5M 0.18%
146,724
-2,455
-2% -$219K
VO icon
82
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$12.4M 0.18%
192,552
+6,508
+3% +$437K
JNJ icon
83
Johnson & Johnson
JNJ
$626B
$12.4M 0.18%
74,698
-5,914
-7% -$925K
GGG icon
84
Graco
GGG
$13.5B
$11.6M 0.17%
138,824
+14,859
+12% +$1.26M
HSY icon
85
Hershey
HSY
$36.6B
$11.5M 0.17%
67,257
+1,915
+3% +$314K
ING icon
86
ING
ING
$101B
$11.1M 0.16%
567,485
– –
PH icon
87
Parker-Hannifin
PH
$134B
$10.9M 0.16%
17,892
+280
+2% +$183K
GHLD
88
DELISTED
Guild Holdings
GHLD
$10.8M 0.16%
704,741
– –
PM icon
89
Philip Morris
PM
$290B
$10.3M 0.15%
64,882
-5,352
-8% -$758K
XOM icon
90
ExxonMobil
XOM
$657B
$9.1M 0.13%
76,478
-749
-1% -$82.8K
LLY icon
91
Eli Lilly
LLY
$1.08T
$9.02M 0.13%
10,924
-540
-5% -$449K
QDF icon
92
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$8.49M 0.12%
124,214
-6,431
-5% -$455K
ETN icon
93
Eaton
ETN
$178B
$7.68M 0.11%
28,236
-218
-0.8% -$67.9K
WMT icon
94
Walmart Inc
WMT
$901B
$7.64M 0.11%
87,068
-5,321
-6% -$499K
VB icon
95
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$7.4M 0.11%
33,366
+450
+1% +$107K
PG icon
96
Procter & Gamble
PG
$338B
$7.27M 0.1%
42,655
-1,127
-3% -$189K
EPD icon
97
Enterprise Products Partners
EPD
$81.8B
$6.57M 0.09%
192,363
– –
IWB icon
98
iShares Russell 1000 ETF
IWB
$50B
$6.5M 0.09%
21,201
-276
-1% -$89.2K
TXN icon
99
Texas Instruments
TXN
$257B
$5.93M 0.09%
33,018
-4,380
-12% -$820K
EEM icon
100
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$5.07M 0.07%
116,050
+3,333
+3% +$145K
2 3
4
5 6

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GGHC
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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.