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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
IEFA icon
126
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.04M 0.04%
40,208
-5,862
-13% -$438K
FISV
127
Fiserv Inc
FISV
$28B
$3.01M 0.04%
13,619
-3,193
-19% -$699K
VZ icon
128
Verizon
VZ
$196B
$2.9M 0.04%
63,965
-1,222
-2% -$50.9K
STT icon
129
State Street
STT
$51.4B
$2.89M 0.04%
32,265
-2,164
-6% -$207K
DIS icon
130
Walt Disney
DIS
$179B
$2.83M 0.04%
28,666
+3,984
+16% +$428K
PAA icon
131
Plains All American Pipeline
PAA
$16.3B
$2.74M 0.04%
136,937
– –
IBM icon
132
IBM
IBM
$225B
$2.72M 0.04%
10,937
-1,740
-14% -$426K
BA icon
133
Boeing
BA
$184B
$2.54M 0.04%
14,876
-370
-2% -$64K
SPY icon
134
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$2.5M 0.04%
4,473
-267
-6% -$157K
LNTH icon
135
Lantheus
LNTH
$6.57B
$2.49M 0.04%
25,509
+13,439
+111% +$1.26M
KNSL icon
136
Kinsale Capital Group
KNSL
$8.53B
$2.45M 0.04%
5,026
+2,650
+112% +$1.19M
GNRC icon
137
Generac Holdings
GNRC
$12.7B
$2.44M 0.04%
19,247
-11,165
-37% -$1.6M
ADSK icon
138
Autodesk
ADSK
$53.1B
$2.42M 0.03%
9,242
-4,259
-32% -$1.21M
MDT icon
139
Medtronic
MDT
$116B
$2.38M 0.03%
26,432
-2,505
-9% -$224K
RSG icon
140
Republic Services
RSG
$65.9B
$2.35M 0.03%
9,716
– –
FIX icon
141
Comfort Systems
FIX
$59.4B
$2.31M 0.03%
7,169
+3,599
+101% +$1.45M
DPZ icon
142
Domino's
DPZ
$11.8B
$2.31M 0.03%
5,027
+2,652
+112% +$1.2M
BKNG icon
143
Booking.com
BKNG
$160B
$2.25M 0.03%
12,200
-200
-2% -$38.3K
LECO icon
144
Lincoln Electric
LECO
$15.5B
$2.21M 0.03%
11,684
+5,924
+103% +$1.16M
EVR icon
145
Evercore
EVR
$11.7B
$2.2M 0.03%
10,998
+5,795
+111% +$1.44M
APG icon
146
APi Group
APG
$18.5B
$2.19M 0.03%
91,763
+48,342
+111% +$1.21M
TILT icon
147
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
$2.25B
$2.16M 0.03%
10,515
– –
VUG icon
148
Vanguard Morningstar Growth ETF
VUG
$228B
$2.12M 0.03%
34,320
+786
+2% +$53K
WSO icon
149
Watsco Inc
WSO
$13.2B
$2.12M 0.03%
4,168
+1,673
+67% +$825K
IJS icon
150
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$2.11M 0.03%
21,620
-267
-1% -$28.2K
4 5
6
7 8

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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.