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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
MRK icon
101
Merck
MRK
$326B
$5.07M 0.07%
56,446
-2,743
-5% -$256K
IWM icon
102
iShares Russell 2000 ETF
IWM
$81.9B
$5.05M 0.07%
25,335
– –
ET icon
103
Energy Transfer Partners
ET
$71.8B
$4.92M 0.07%
264,422
– –
HON icon
104
Honeywell
HON
$73.1B
$4.74M 0.07%
23,727
-173
-0.7% -$35K
QUAL icon
105
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$4.52M 0.07%
26,436
– –
CSCO icon
106
Cisco
CSCO
$488B
$4.48M 0.06%
72,640
-5,943
-8% -$366K
IVW icon
107
iShares S&P 500 Growth ETF
IVW
$77.5B
$4.34M 0.06%
46,753
-382
-0.8% -$38.5K
AMP icon
108
Ameriprise Financial
AMP
$49.4B
$4.3M 0.06%
8,886
-152
-2% -$79.7K
TPL icon
109
Texas Pacific Land
TPL
$24.1B
$4.17M 0.06%
9,441
-15,798
-63% -$7.04M
WM icon
110
Waste Management
WM
$90.7B
$4M 0.06%
17,258
+200
+1% +$44.3K
RTX icon
111
RTX Corp
RTX
$297B
$3.86M 0.06%
29,135
-289
-1% -$36.6K
DE icon
112
Deere & Co
DE
$165B
$3.82M 0.06%
8,141
-120
-1% -$56.1K
IWS icon
113
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$3.79M 0.05%
30,048
+57
+0.2% +$7.42K
MO icon
114
Altria Group
MO
$108B
$3.68M 0.05%
61,342
– –
KO icon
115
Coca-Cola
KO
$372B
$3.67M 0.05%
51,201
-3,698
-7% -$247K
MPLX icon
116
MPLX
MPLX
$60.8B
$3.61M 0.05%
67,482
– –
EIPI
117
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
$3.55M 0.05%
175,160
– –
TSLA icon
118
Tesla
TSLA
$1.28T
$3.37M 0.05%
13,008
+383
+3% +$128K
BDX icon
119
Becton Dickinson
BDX
$48.9B
$3.34M 0.05%
14,579
-798
-5% -$185K
IVE icon
120
iShares S&P 500 Value ETF
IVE
$49.9B
$3.15M 0.05%
16,548
-280
-2% -$54.2K
ORCL icon
121
Oracle
ORCL
$429B
$3.14M 0.05%
22,461
-200
-0.9% -$32.6K
IWN icon
122
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.12M 0.04%
20,632
– –
ROP icon
123
Roper Technologies
ROP
$38.7B
$3.08M 0.04%
5,223
-240
-4% -$135K
CMCSA icon
124
Comcast
CMCSA
$89.8B
$3.07M 0.04%
83,319
-19,721
-19% -$712K
TRGP icon
125
Targa Resources
TRGP
$57.7B
$3.06M 0.04%
15,248
– –
3 4
5
6 7

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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.