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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
LNG icon
151
Cheniere Energy
LNG
$54.8B
$2.08M 0.03%
8,974
– –
QCOM icon
152
Qualcomm
QCOM
$171B
$2.05M 0.03%
13,336
-2,055
-13% -$335K
BMI icon
153
Badger Meter
BMI
$3.93B
$2.04M 0.03%
10,729
+5,302
+98% +$1.11M
AAON icon
154
Aaon
AAON
$7.07B
$1.99M 0.03%
25,503
+13,431
+111% +$1.39M
VTV icon
155
Vanguard Morningstar Value ETF
VTV
$192B
$1.99M 0.03%
11,520
+261
+2% +$45.5K
SCHW
156
Charles Schwab
SCHW
$186B
$1.91M 0.03%
24,456
-3,740
-13% -$294K
RUSHA icon
157
Rush Enterprises Class A
RUSHA
$9.52B
$1.91M 0.03%
35,749
+18,831
+111% +$1.08M
ABG icon
158
Asbury Automotive
ABG
$3.73B
$1.91M 0.03%
8,641
+4,695
+119% +$1.23M
MUSA icon
159
Murphy USA
MUSA
$10B
$1.9M 0.03%
4,040
+2,054
+103% +$975K
TEL icon
160
TE Connectivity
TEL
$63.3B
$1.89M 0.03%
13,390
– –
GE icon
161
GE Aerospace
GE
$382B
$1.89M 0.03%
9,453
-157
-2% -$30.9K
TMHC
162
DELISTED
Taylor Morrison
TMHC
$1.88M 0.03%
31,385
+16,531
+111% +$1.03M
RBA icon
163
RB Global
RBA
$16.6B
$1.86M 0.03%
18,566
+81
+0.4% +$7.73K
FFIN icon
164
First Financial Bankshares
FFIN
$4.99B
$1.85M 0.03%
51,641
+26,663
+107% +$979K
CAT icon
165
Caterpillar
CAT
$388B
$1.85M 0.03%
5,615
-155
-3% -$55.2K
NEE icon
166
NextEra Energy
NEE
$179B
$1.85M 0.03%
26,039
-2,524
-9% -$178K
NKE icon
167
Nike
NKE
$61.3B
$1.83M 0.03%
28,751
-8,825
-23% -$650K
HLNE icon
168
Hamilton Lane
HLNE
$5.78B
$1.76M 0.03%
11,845
+6,238
+111% +$951K
SYY icon
169
Sysco
SYY
$40.3B
$1.76M 0.03%
23,448
-4,105
-15% -$301K
COP icon
170
ConocoPhillips
COP
$151B
$1.73M 0.03%
16,495
+990
+6% +$98.7K
OPCH icon
171
Option Care Health
OPCH
$3.61B
$1.71M 0.02%
49,031
+28,019
+133% +$880K
GMS
172
DELISTED
GMS Inc
GMS
$1.66M 0.02%
22,751
+11,984
+111% +$955K
PPG icon
173
PPG Industries
PPG
$25.8B
$1.66M 0.02%
15,193
+1,691
+13% +$195K
COF icon
174
Capital One
COF
$134B
$1.64M 0.02%
9,133
– –
NMIH icon
175
NMI Holdings
NMIH
$3.34B
$1.63M 0.02%
45,241
+23,834
+111% +$867K
5 6
7
8 9

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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.