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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
IVE icon
126
iShares S&P 500 Value ETF
IVE
$50B
$3.21M 0.04%
16,828
– –
MO icon
127
Altria Group
MO
$109B
$3.21M 0.04%
61,342
-114
-0.2% -$6.07K
NKE icon
128
Nike
NKE
$61.3B
$2.84M 0.04%
37,576
-10,330
-22% -$811K
ROP icon
129
Roper Technologies
ROP
$39.5B
$2.84M 0.04%
5,463
-61
-1% -$33.5K
IBM icon
130
IBM
IBM
$225B
$2.79M 0.04%
12,677
-82
-0.6% -$18.3K
SPY icon
131
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$2.78M 0.04%
4,740
+137
+3% +$80.7K
DIS icon
132
Walt Disney
DIS
$179B
$2.75M 0.04%
24,682
+8,715
+55% +$915K
TRGP icon
133
Targa Resources
TRGP
$56.9B
$2.72M 0.04%
15,248
– –
BA icon
134
Boeing
BA
$184B
$2.7M 0.04%
15,246
-4,175
-21% -$655K
VZ icon
135
Verizon
VZ
$196B
$2.61M 0.04%
65,187
+7,184
+12% +$303K
BKNG icon
136
Booking.com
BKNG
$160B
$2.46M 0.03%
12,400
-225
-2% -$43.2K
IJS icon
137
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$2.38M 0.03%
21,887
-523
-2% -$58K
QCOM icon
138
Qualcomm
QCOM
$171B
$2.36M 0.03%
15,391
+17
+0.1% +$2.78K
PAA icon
139
Plains All American Pipeline
PAA
$16.3B
$2.34M 0.03%
136,937
– –
MDT icon
140
Medtronic
MDT
$116B
$2.31M 0.03%
28,937
-7,387
-20% -$639K
VUG icon
141
Vanguard Morningstar Growth ETF
VUG
$228B
$2.29M 0.03%
33,534
+486
+1% +$32.6K
TILT icon
142
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.25B
$2.27M 0.03%
10,515
– –
SYY icon
143
Sysco
SYY
$40.3B
$2.11M 0.03%
27,553
+717
+3% +$54.9K
CAT icon
144
Caterpillar
CAT
$388B
$2.09M 0.03%
5,770
-111
-2% -$43K
SCHW
145
Charles Schwab
SCHW
$186B
$2.09M 0.03%
28,196
+56
+0.2% +$4.19K
NEE icon
146
NextEra Energy
NEE
$179B
$2.05M 0.03%
28,563
-38
-0.1% -$2.95K
RSG icon
147
Republic Services
RSG
$65.9B
$1.95M 0.03%
9,716
– –
LNG icon
148
Cheniere Energy
LNG
$54.8B
$1.93M 0.03%
8,974
– –
TEL icon
149
TE Connectivity
TEL
$63.3B
$1.91M 0.03%
13,390
-3
-0% -$447
VTV icon
150
Vanguard Morningstar Value ETF
VTV
$192B
$1.91M 0.03%
11,259
+826
+8% +$145K
4 5
6
7 8

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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.