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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
LHX icon
151
L3Harris
LHX
$53.3B
$1.81M 0.03%
8,631
-279
-3% -$66.9K
BAC icon
152
Bank of America
BAC
$448B
$1.8M 0.03%
40,869
+256
+0.6% +$11.3K
IQV icon
153
IQVIA
IQV
$40.1B
$1.77M 0.02%
9,015
-154
-2% -$32.5K
GIL icon
154
Gildan
GIL
$10.8B
$1.77M 0.02%
37,590
– –
RBA icon
155
RB Global
RBA
$16.6B
$1.67M 0.02%
18,485
– –
COF icon
156
Capital One
COF
$134B
$1.63M 0.02%
9,133
-1,357
-13% -$235K
PPG icon
157
PPG Industries
PPG
$25.8B
$1.61M 0.02%
13,502
+6,982
+107% +$873K
GE icon
158
GE Aerospace
GE
$382B
$1.6M 0.02%
9,610
+171
+2% +$30.5K
CARR icon
159
Carrier Global
CARR
$52.4B
$1.57M 0.02%
23,055
+19
+0.1% +$1.43K
OTEX icon
160
Open Text
OTEX
$5.81B
$1.56M 0.02%
55,240
+7,910
+17% +$243K
COP icon
161
ConocoPhillips
COP
$151B
$1.54M 0.02%
15,505
+1,375
+10% +$146K
FIX icon
162
Comfort Systems
FIX
$59.4B
$1.51M 0.02%
3,570
+498
+16% +$219K
MCO icon
163
Moody's
MCO
$82.5B
$1.5M 0.02%
3,164
-1
-0% -$477
CB icon
164
Chubb
CB
$134B
$1.48M 0.02%
5,353
+454
+9% +$129K
BN icon
165
Brookfield
BN
$110B
$1.48M 0.02%
38,561
-10,365
-21% -$390K
EVR icon
166
Evercore
EVR
$11.7B
$1.44M 0.02%
5,203
+804
+18% +$228K
CLX icon
167
Clorox
CLX
$13.1B
$1.42M 0.02%
8,772
-100
-1% -$16.4K
AAON icon
168
Aaon
AAON
$7.07B
$1.42M 0.02%
12,072
+1,863
+18% +$228K
BIZD icon
169
VanEck BDC Income ETF
BIZD
$1.69B
$1.4M 0.02%
84,017
+5,430
+7% +$89.6K
PFE icon
170
Pfizer
PFE
$152B
$1.39M 0.02%
52,547
-32,009
-38% -$868K
FNF icon
171
Fidelity National Financial
FNF
$12.8B
$1.39M 0.02%
24,750
– –
OMC icon
172
Omnicom Group
OMC
$23.6B
$1.38M 0.02%
16,070
+1,679
+12% +$166K
CCI icon
173
Crown Castle
CCI
$31.3B
$1.38M 0.02%
15,226
+2,620
+21% +$274K
CRM icon
174
Salesforce
CRM
$162B
$1.33M 0.02%
3,992
-52
-1% -$16.6K
MDLZ icon
175
Mondelez International
MDLZ
$78.9B
$1.33M 0.02%
22,216
-35
-0.2% -$2.31K
5 6
7
8 9

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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.