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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
XPEL icon
201
XPEL
XPEL
$1.32B
$998K 0.01%
24,997
+18,056
+260% +$771K
DPZ icon
202
Domino's
DPZ
$11.8B
$997K 0.01%
2,375
+785
+49% +$343K
MUSA icon
203
Murphy USA
MUSA
$10B
$996K 0.01%
1,986
+283
+17% +$145K
EW icon
204
Edwards Lifesciences
EW
$54B
$989K 0.01%
13,360
-3,268
-20% -$229K
ATO icon
205
Atmos Energy
ATO
$28.6B
$980K 0.01%
7,040
-1,613
-19% -$229K
LKQ icon
206
LKQ Corp
LKQ
$6.25B
$979K 0.01%
26,650
– –
ABG icon
207
Asbury Automotive
ABG
$3.73B
$959K 0.01%
3,946
+609
+18% +$149K
VIG icon
208
Vanguard Dividend Appreciation ETF
VIG
$114B
$959K 0.01%
4,897
– –
T icon
209
AT&T
T
$168B
$956K 0.01%
41,986
+1,524
+4% +$34.3K
KHC icon
210
Kraft Heinz
KHC
$29.2B
$949K 0.01%
30,910
+4,510
+17% +$148K
KMX icon
211
CarMax
KMX
$8.26B
$948K 0.01%
11,590
– –
RUSHA icon
212
Rush Enterprises Class A
RUSHA
$9.52B
$927K 0.01%
16,918
+5,500
+48% +$314K
GMS
213
DELISTED
GMS Inc
GMS
$913K 0.01%
10,767
+3,940
+58% +$370K
TMHC
214
DELISTED
Taylor Morrison
TMHC
$909K 0.01%
14,854
+7,799
+111% +$532K
MAR icon
215
Marriott International
MAR
$91.1B
$904K 0.01%
3,242
+1
+0% +$275
FFIN icon
216
First Financial Bankshares
FFIN
$4.99B
$900K 0.01%
24,978
+3,408
+16% +$132K
XRAY icon
217
Dentsply Sirona
XRAY
$2.31B
$897K 0.01%
47,270
+13,610
+40% +$288K
TTD icon
218
Trade Desk
TTD
$6.37B
$878K 0.01%
7,474
– –
SAIA icon
219
Saia
SAIA
$9.52B
$878K 0.01%
1,927
+867
+82% +$429K
CLH icon
220
Clean Harbors
CLH
$16.4B
$877K 0.01%
3,811
+588
+18% +$146K
HLI icon
221
Houlihan Lokey
HLI
$8.77B
$862K 0.01%
4,965
+207
+4% +$36.5K
BLDR icon
222
Builders FirstSource
BLDR
$8.08B
$846K 0.01%
5,921
+1,977
+50% +$350K
CGNX icon
223
Cognex
CGNX
$10.6B
$845K 0.01%
23,567
+2,533
+12% +$99.2K
FOXF icon
224
Fox Factory Holding Corp
FOXF
$905M
$843K 0.01%
27,856
+16,779
+151% +$578K
WWD icon
225
Woodward
WWD
$21.1B
$839K 0.01%
5,040
-420
-8% -$71.8K
7 8
9
10 11

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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.