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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
BIZD icon
176
VanEck BDC Income ETF
BIZD
$1.69B
$1.62M 0.02%
96,752
+12,735
+15% +$217K
FNF icon
177
Fidelity National Financial
FNF
$12.8B
$1.61M 0.02%
24,750
– –
BAC icon
178
Bank of America
BAC
$448B
$1.6M 0.02%
38,271
-2,598
-6% -$116K
CLH icon
179
Clean Harbors
CLH
$16.4B
$1.59M 0.02%
8,057
+4,246
+111% +$929K
IQV icon
180
IQVIA
IQV
$40.1B
$1.58M 0.02%
8,987
-28
-0.3% -$5.43K
CCI icon
181
Crown Castle
CCI
$31.3B
$1.58M 0.02%
15,190
-36
-0.2% -$3.36K
CELH icon
182
Celsius Holdings
CELH
$7.11B
$1.57M 0.02%
43,949
+21,779
+98% +$594K
BLDR icon
183
Builders FirstSource
BLDR
$8.08B
$1.56M 0.02%
12,512
+6,591
+111% +$959K
XPEL icon
184
XPEL
XPEL
$1.32B
$1.55M 0.02%
52,823
+27,826
+111% +$1.04M
EXP icon
185
Eagle Materials
EXP
$6.57B
$1.54M 0.02%
6,918
+3,645
+111% +$864K
WMS icon
186
Advanced Drainage Systems
WMS
$10.8B
$1.53M 0.02%
14,122
+7,957
+129% +$928K
FOXF icon
187
Fox Factory Holding Corp
FOXF
$905M
$1.48M 0.02%
63,455
+35,599
+128% +$953K
GIL icon
188
Gildan
GIL
$10.8B
$1.48M 0.02%
33,490
-4,100
-11% -$204K
BN icon
189
Brookfield
BN
$110B
$1.48M 0.02%
42,273
+3,712
+10% +$140K
EGP icon
190
EastGroup Properties
EGP
$10.8B
$1.47M 0.02%
8,331
+4,028
+94% +$701K
CARR icon
191
Carrier Global
CARR
$52.4B
$1.46M 0.02%
23,055
– –
RNR icon
192
RenaissanceRe
RNR
$13.2B
$1.44M 0.02%
6,020
+1,080
+22% +$261K
HOLX
193
DELISTED
Hologic
HOLX
$1.43M 0.02%
23,227
+12,234
+111% +$811K
MDLZ icon
194
Mondelez International
MDLZ
$78.9B
$1.43M 0.02%
21,076
-1,140
-5% -$70.3K
SAIA icon
195
Saia
SAIA
$9.52B
$1.43M 0.02%
4,081
+2,154
+112% +$937K
MCO icon
196
Moody's
MCO
$82.5B
$1.42M 0.02%
3,040
-124
-4% -$59.7K
CNX icon
197
CNX Resources
CNX
$5.35B
$1.41M 0.02%
44,673
+23,531
+111% +$709K
AER icon
198
AerCap
AER
$23.5B
$1.4M 0.02%
13,660
– –
OTEX icon
199
Open Text
OTEX
$5.81B
$1.4M 0.02%
55,240
– –
VTI icon
200
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$1.36M 0.02%
4,962
+818
+20% +$238K
6 7
8
9 10

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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.