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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
CB icon
201
Chubb
CB
$134B
$1.36M 0.02%
4,514
-839
-16% -$233K
TLTD icon
202
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$686M
$1.34M 0.02%
17,963
– –
CGNX icon
203
Cognex
CGNX
$10.6B
$1.34M 0.02%
45,048
+21,481
+91% +$756K
OMC icon
204
Omnicom Group
OMC
$23.6B
$1.33M 0.02%
16,060
-10
-0.1% -$835
WMG icon
205
Warner Music
WMG
$13.1B
$1.33M 0.02%
42,390
– –
PFE icon
206
Pfizer
PFE
$152B
$1.31M 0.02%
51,847
-700
-1% -$18.3K
TW icon
207
Tradeweb Markets
TW
$22B
$1.29M 0.02%
8,718
+4,589
+111% +$610K
LHX icon
208
L3Harris
LHX
$53.3B
$1.29M 0.02%
6,177
-2,454
-28% -$514K
LH icon
209
Labcorp
LH
$26.1B
$1.29M 0.02%
5,546
– –
ACLS icon
210
Axcelis
ACLS
$4.18B
$1.28M 0.02%
25,793
+14,589
+130% +$922K
CUBE icon
211
CubeSmart
CUBE
$9.2B
$1.28M 0.02%
29,966
+15,786
+111% +$660K
JKHY icon
212
Jack Henry & Associates
JKHY
$10.9B
$1.23M 0.02%
6,720
+3,041
+83% +$531K
AIT icon
213
Applied Industrial Technologies
AIT
$13B
$1.22M 0.02%
5,400
+2,846
+111% +$701K
OXY icon
214
Occidental Petroleum
OXY
$59B
$1.17M 0.02%
23,794
+970
+4% +$47.4K
DT icon
215
Dynatrace
DT
$14.4B
$1.17M 0.02%
24,873
+11,234
+82% +$615K
CL icon
216
Colgate-Palmolive
CL
$73.6B
$1.16M 0.02%
12,366
-795
-6% -$71.2K
TRV icon
217
Travelers Companies
TRV
$78.3B
$1.16M 0.02%
4,377
– –
LKQ icon
218
LKQ Corp
LKQ
$6.25B
$1.11M 0.02%
26,150
-500
-2% -$19.8K
JLL icon
219
Jones Lang LaSalle
JLL
$16.7B
$1.1M 0.02%
4,447
+2,426
+120% +$638K
T icon
220
AT&T
T
$168B
$1.09M 0.02%
38,653
-3,333
-8% -$83.8K
EMR icon
221
Emerson Electric
EMR
$91.7B
$1.08M 0.02%
9,875
-637
-6% -$76.8K
LSCC icon
222
Lattice Semiconductor
LSCC
$17.9B
$1.07M 0.02%
20,479
+12,392
+153% +$737K
OTIS icon
223
Otis Worldwide
OTIS
$27.8B
$1.07M 0.02%
10,408
-780
-7% -$76.2K
REM icon
224
iShares Mortgage Real Estate ETF
REM
$545M
$1.07M 0.02%
47,518
-150
-0.3% -$3.38K
CRM icon
225
Salesforce
CRM
$162B
$1.06M 0.02%
3,955
-37
-0.9% -$11.5K
7 8
9
10 11

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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.