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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
+1.86%
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
-$755K
Cap. Flow
-$63.6M
Cap. Flow %
-0.89%
Top 10 Hldgs %
39%
Holding
422
New
20
Increased
125
Reduced
174
Closed
17

Top Buys

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$23.5M
2
FND icon
Floor & Decor
FND
+$16.5M
3
AFG icon
American Financial Group
AFG
+$8.78M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$7.26M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.75M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$17M
2
NVDA icon
NVIDIA
NVDA
+$9.48M
3
GNRC icon
Generac Holdings
GNRC
+$9.37M
4
BWXT icon
BWX Technologies
BWXT
+$8.41M
5
WFC icon
Wells Fargo
WFC
+$8.26M

Sector Composition

Rank Sector Weight
1 Technology 22.52%
2 Financials 20.64%
3 Consumer Discretionary 11.23%
4 Healthcare 8.62%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
101
iShares Russell 2000 ETF
IWM
$81.8B
$5.6M 0.08%
25,335
+236
+0.9% +$53.8K
ET icon
102
Energy Transfer Partners
ET
$71.6B
$5.18M 0.07%
264,422
– –
TSLA icon
103
Tesla
TSLA
$1.31T
$5.1M 0.07%
12,625
-287
-2% -$92.3K
HON icon
104
Honeywell
HON
$72.9B
$5.09M 0.07%
23,900
+15
+0.1% +$3.13K
AMP icon
105
Ameriprise Financial
AMP
$49.7B
$4.81M 0.07%
9,038
+7
+0.1% +$3.74K
IVW icon
106
iShares S&P 500 Growth ETF
IVW
$76.9B
$4.79M 0.07%
47,135
+634
+1% +$63.2K
GNRC icon
107
Generac Holdings
GNRC
$12.7B
$4.72M 0.07%
30,412
-54,254
-64% -$9.37M
EEM icon
108
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$4.71M 0.07%
112,717
-4,960
-4% -$220K
QUAL icon
109
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$4.71M 0.07%
26,436
-24
-0.1% -$4.36K
CSCO icon
110
Cisco
CSCO
$475B
$4.65M 0.07%
78,583
-60
-0.1% -$3.43K
ADSK icon
111
Autodesk
ADSK
$53.1B
$3.99M 0.06%
13,501
-347
-3% -$103K
IWS icon
112
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$3.88M 0.05%
29,991
– –
CMCSA icon
113
Comcast
CMCSA
$91.1B
$3.87M 0.05%
103,040
-6,266
-6% -$260K
ORCL icon
114
Oracle
ORCL
$419B
$3.78M 0.05%
22,661
+39
+0.2% +$6.93K
DE icon
115
Deere & Co
DE
$167B
$3.5M 0.05%
8,261
-75
-0.9% -$31.6K
BDX icon
116
Becton Dickinson
BDX
$49.4B
$3.49M 0.05%
15,377
+1,489
+11% +$344K
FISV
117
Fiserv Inc
FISV
$28B
$3.45M 0.05%
16,812
-1,715
-9% -$350K
WM icon
118
Waste Management
WM
$90.7B
$3.44M 0.05%
17,058
– –
KO icon
119
Coca-Cola
KO
$372B
$3.42M 0.05%
54,899
+743
+1% +$48.5K
EIPI
120
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$3.41M 0.05%
175,160
– –
RTX icon
121
RTX Corp
RTX
$302B
$3.4M 0.05%
29,424
+297
+1% +$35.9K
IWN icon
122
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.39M 0.05%
20,632
– –
STT icon
123
State Street
STT
$51.4B
$3.38M 0.05%
34,429
-20
-0.1% -$1.89K
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.24M 0.05%
46,070
+11
+0% +$811
MPLX icon
125
MPLX
MPLX
$60.2B
$3.23M 0.05%
67,482
– –
3 4
5
6 7

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Bridges Investment Management's Q4 2024 Portfolio in Review

As of Q4 2024, Bridges Investment Management held 422 positions worth $7.15B, down 0.01% from $7.15B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q4 2024 filing shows 20 new, 125 increased, 174 reduced and 17 closed positions. Its largest new stake was Citigroup: 9,647 shares worth $679K. The largest sale was Apple, an estimated $17M.

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

  • Bridges Investment Management's largest Q4 2024 buy was Citigroup: 9,647 shares worth $679K.
  • Bridges Investment Management added most to Cadence Design Systems in Q4 2024, an estimated $23.5M increase.
  • Bridges Investment Management's biggest Q4 2024 reduction was Apple, cutting an estimated $17M.
  • Bridges Investment Management fully exited Howard Hughes in Q4 2024, selling an estimated $511K.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.15B portfolio in Q4 2024.
  • Bridges Investment Management opened 20 new positions and closed 17 in Q4 2024.
  • Bridges Investment Management's portfolio value fell 0.01% quarter-over-quarter to $7.15B.

Based on Bridges Investment Management's 13F filing for Q4 2024, filed 5 Feb 2025.