We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+10.78%
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
$2.96B
AUM Growth
+$213M
Cap. Flow
-$75.4M
Cap. Flow %
-2.55%
Top 10 Hldgs %
40.27%
Holding
225
New
–
Increased
43
Reduced
119
Closed
6

Top Buys

Rank Stock Value
1
CASY icon
Casey's General Stores
CASY
+$2.51M
2
FISV
Fiserv Inc
FISV
+$1.28M
3
ILMN icon
Illumina
ILMN
+$1.24M
4
EW icon
Edwards Lifesciences
EW
+$1.05M
5
ICE icon
Intercontinental Exchange
ICE
+$881K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$10.7M
2
BKNG icon
Booking.com
BKNG
+$10.2M
3
CMCSA icon
Comcast
CMCSA
+$4.99M
4
SCHW
Charles Schwab
SCHW
+$4.99M
5
JPM icon
JPMorgan Chase
JPM
+$4.94M

Sector Composition

Rank Sector Weight
1 Financials 21.12%
2 Technology 18.16%
3 Consumer Discretionary 11.62%
4 Communication Services 7.61%
5 Healthcare 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
126
Kimberly-Clark
KMB
$35.9B
$1.37M 0.05%
9,309
-170
-2% -$25.5K
TJX icon
127
TJX Companies
TJX
$170B
$1.29M 0.04%
23,235
-309
-1% -$16.7K
EMR icon
128
Emerson Electric
EMR
$92B
$1.26M 0.04%
19,248
– –
IVW icon
129
iShares S&P 500 Growth ETF
IVW
$77.4B
$1.26M 0.04%
21,744
– –
TSLA icon
130
Tesla
TSLA
$1.29T
$1.23M 0.04%
8,586
+3,036
+55% +$358K
CTAS icon
131
Cintas
CTAS
$81.1B
$1.22M 0.04%
14,656
+1,040
+8% +$80.2K
AMP icon
132
Ameriprise Financial
AMP
$49.4B
$1.14M 0.04%
7,410
+197
+3% +$30.3K
T icon
133
AT&T
T
$167B
$968K 0.03%
44,970
-2,879
-6% -$64.3K
MLI icon
134
Mueller Industries
MLI
$15.2B
$955K 0.03%
141,200
-28,000
-17% -$200K
STT icon
135
State Street
STT
$52B
$952K 0.03%
16,060
+1,740
+12% +$113K
DOW icon
136
Dow Inc
DOW
$22.4B
$947K 0.03%
20,129
-1,620
-7% -$72.8K
MDT icon
137
Medtronic
MDT
$114B
$934K 0.03%
8,987
+1,063
+13% +$107K
VNQ icon
138
Vanguard Real Estate ETF
VNQ
$38.4B
$902K 0.03%
11,420
-290
-2% -$23.3K
DD icon
139
DuPont de Nemours
DD
$19.5B
$888K 0.03%
12,760
-1,708
-12% -$120K
WEC icon
140
WEC Energy
WEC
$35.6B
$870K 0.03%
8,969
-483
-5% -$45K
CAT icon
141
Caterpillar
CAT
$397B
$786K 0.03%
5,276
– –
CLX icon
142
Clorox
CLX
$12.8B
$785K 0.03%
3,733
– –
D icon
143
Dominion Energy
D
$60B
$783K 0.03%
9,914
-243
-2% -$19.1K
BP icon
144
BP
BP
$110B
$767K 0.03%
43,902
-5,400
-11% -$117K
EPD icon
145
Enterprise Products Partners
EPD
$82.1B
$763K 0.03%
48,363
-575
-1% -$10.1K
MCO icon
146
Moody's
MCO
$82B
$754K 0.03%
2,600
– –
TROW icon
147
T. Rowe Price
TROW
$23.9B
$754K 0.03%
5,880
– –
IVE icon
148
iShares S&P 500 Value ETF
IVE
$49.9B
$750K 0.03%
6,673
– –
GE icon
149
GE Aerospace
GE
$380B
$707K 0.02%
22,762
-87
-0.4% -$2.83K
TIF
150
DELISTED
Tiffany & Co.
TIF
$695K 0.02%
6,000
– –
4 5
6
7 8

Similar funds

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Bridges Investment Management's Q3 2020 Portfolio in Review

As of Q3 2020, Bridges Investment Management held 225 positions worth $2.96B, up 7.8% from $2.74B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 2.7%. Bridges Investment Management opened no new positions and exited 6, leaving the 225-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 21% of assets, down from 21% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Bridges Investment Management added most to Casey's General Stores in Q3 2020, an estimated $2.51M increase.
  • Bridges Investment Management's biggest Q3 2020 reduction was Apple, cutting an estimated $10.7M.
  • Bridges Investment Management fully exited Toronto Dominion Bank in Q3 2020, selling an estimated $439K.
  • Bridges Investment Management's ten largest holdings make up 40% of its $2.96B portfolio in Q3 2020.
  • Bridges Investment Management opened 0 new positions and closed 6 in Q3 2020.
  • Bridges Investment Management's portfolio value rose 7.8% quarter-over-quarter to $2.96B.

Based on Bridges Investment Management's 13F filing for Q3 2020, filed 12 Nov 2020.