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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
WMG icon
176
Warner Music
WMG
$13.1B
$1.31M 0.02%
42,390
– –
AER icon
177
AerCap
AER
$23.5B
$1.31M 0.02%
13,660
– –
EMR icon
178
Emerson Electric
EMR
$91.7B
$1.3M 0.02%
10,512
+633
+6% +$76.8K
LH icon
179
Labcorp
LH
$26.1B
$1.27M 0.02%
5,546
-1
-0% -$229
TLTD icon
180
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$686M
$1.24M 0.02%
17,963
– –
RNR icon
181
RenaissanceRe
RNR
$13.2B
$1.23M 0.02%
4,940
-160
-3% -$43K
VTI icon
182
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$1.2M 0.02%
4,144
-56
-1% -$16.3K
CL icon
183
Colgate-Palmolive
CL
$73.6B
$1.2M 0.02%
13,161
+299
+2% +$28.5K
WSO icon
184
Watsco Inc
WSO
$13.2B
$1.18M 0.02%
2,495
+608
+32% +$308K
BMI icon
185
Badger Meter
BMI
$3.93B
$1.15M 0.02%
5,427
+2,329
+75% +$507K
AXP icon
186
American Express
AXP
$230B
$1.14M 0.02%
3,838
+14
+0.4% +$4.02K
OXY icon
187
Occidental Petroleum
OXY
$59B
$1.13M 0.02%
22,824
+1,201
+6% +$60.7K
KNSL icon
188
Kinsale Capital Group
KNSL
$8.53B
$1.11M 0.02%
2,376
+709
+43% +$336K
LECO icon
189
Lincoln Electric
LECO
$15.5B
$1.08M 0.02%
5,760
+1,656
+40% +$334K
LNTH icon
190
Lantheus
LNTH
$6.57B
$1.08M 0.02%
12,070
+6,001
+99% +$585K
TFC icon
191
Truist Financial
TFC
$63.9B
$1.07M 0.02%
24,681
-94
-0.4% -$4.2K
PYPL icon
192
PayPal
PYPL
$50.5B
$1.06M 0.01%
12,384
-1,089
-8% -$91.6K
TRV icon
193
Travelers Companies
TRV
$78.3B
$1.05M 0.01%
4,377
-7
-0.2% -$1.75K
APG icon
194
APi Group
APG
$18.5B
$1.04M 0.01%
43,421
+26,975
+164% +$641K
OTIS icon
195
Otis Worldwide
OTIS
$27.8B
$1.04M 0.01%
11,188
+472
+4% +$47.3K
ARW icon
196
Arrow Electronics
ARW
$10.5B
$1.02M 0.01%
9,030
– –
RSP icon
197
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.02M 0.01%
5,820
-378
-6% -$68.3K
TRU icon
198
TransUnion
TRU
$15.4B
$1.02M 0.01%
11,000
-686
-6% -$69.5K
GEV icon
199
GE Vernova
GEV
$269B
$1.02M 0.01%
3,100
-187
-6% -$58.5K
REM icon
200
iShares Mortgage Real Estate ETF
REM
$545M
$1.02M 0.01%
47,668
+663
+1% +$15K
6 7
8
9 10

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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.