We are live on
!
Find out more
BIM
Bridges Investment Management Portfolio holdings
AUM
$8.22B
1-Year Est. Return
21.38%
This Fund
S&P 500
This Quarter
Est. Return
+3.7%
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
$379M
AUM Growth
–
Cap. Flow
+$378M
Cap. Flow
% of AUM
99.87%
Top 10 Holdings %
Top 10 Hldgs %
49.31%
Holding
115
New
115
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$49.2M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
+$19.5M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$16.9M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$15.9M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$12.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 25.14% |
| 2 | Technology | 9.09% |
| 3 | Industrials | 8.61% |
| 4 | Healthcare | 6.54% |
| 5 | Consumer Staples | 6.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.12T
| $50.2M | 13.26% |
+298
| New | +$49.2M |
|
|
2
iShares Russell 1000 Growth ETF
IWF
$128B
| $19.4M | 5.12% |
+1,066,160
| New | +$19.5M |
|
|
3
iShares Russell 1000 Value ETF
IWD
$83.7B
| $17M | 4.49% |
+203,015
| New | +$16.9M |
|
|
4
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $15.8M | 4.16% |
+683,065
| New | +$15.9M |
|
|
5
iShares Core S&P Small-Cap ETF
IJR
$112B
| $12.5M | 3.3% |
+277,152
| New | +$12.3M |
|
|
6
Berkshire Hathaway Class B
BRK.B
$1.13T
| $12.1M | 3.2% |
+108,359
| New | +$11.9M |
|
7
Mastercard
MA
$493B
| $9.54M | 2.52% |
+166,080
| New | +$9.23M |
|
8
Apple
AAPL
$4.57T
| $9.47M | 2.5% |
+668,556
| New | +$10.3M |
|
9
Union Pacific
UNP
$174B
| $7.93M | 2.09% |
+102,746
| New | +$7.74M |
|
10
Chevron
CVX
$366B
| $6.86M | 1.81% |
+57,952
| New | +$7M |
|
11
Qualcomm
QCOM
$176B
| $6.07M | 1.6% |
+99,281
| New | +$6.33M |
|
12
Alphabet (Google) Class C
GOOG
$4.32T
| $5.8M | 1.53% |
+264,387
| New | +$5.59M |
|
13
iShares MSCI Emerging Markets ETF
EEM
$29.5B
| $5.57M | 1.47% |
+144,539
| New | +$6M |
|
14
McDonald's
MCD
$195B
| $5.56M | 1.47% |
+56,129
| New | +$5.62M |
|
15
Wells Fargo
WFC
$264B
| $5.51M | 1.45% |
+133,479
| New | +$5.2M |
|
|
ESRX
16
DELISTED
Express Scripts Holding Company
ESRX
| $5.43M | 1.43% |
+87,945
| New | +$5.3M |
|
17
Capital One
COF
$134B
| $5.38M | 1.42% |
+85,658
| New | +$5.05M |
|
18
Eaton
ETN
$174B
| $5.05M | 1.33% |
+76,737
| New | +$4.84M |
|
19
PepsiCo
PEP
$190B
| $4.82M | 1.27% |
+58,944
| New | +$4.81M |
|
|
DTV
20
DELISTED
DIRECTV COM STK (DE)
DTV
| $4.51M | 1.19% |
+73,190
| New | +$4.38M |
|
21
Philip Morris
PM
$295B
| $4.4M | 1.16% |
+50,817
| New | +$4.72M |
|
|
CELG
22
DELISTED
Celgene Corp
CELG
| $4.34M | 1.15% |
+74,280
| New | +$4.47M |
|
23
Caterpillar
CAT
$387B
| $4.13M | 1.09% |
+50,127
| New | +$4.26M |
|
24
iShares MSCI EAFE ETF
EFA
$80.2B
| $4.11M | 1.08% |
+71,715
| New | +$4.34M |
|
25
Walt Disney
DIS
$181B
| $4.01M | 1.06% |
+63,449
| New | +$4.01M |
|
Similar funds
LGF
CCM
WA
CCM
GGHC
FIA
VIM
MAM
Bridges Investment Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Bridges Investment Management, which disclosed 115 positions worth $379M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 298 shares worth $50.2M.
By sector, the portfolio is most concentrated in Financials at 25% of assets, followed by Technology and Industrials.
- Bridges Investment Management's largest Q2 2013 buy was Berkshire Hathaway Class A: 298 shares worth $50.2M.
- Bridges Investment Management's ten largest holdings make up 49% of its $379M portfolio in Q2 2013.
- Bridges Investment Management disclosed 115 positions in Q2 2013, its first 13F filing on record.
Based on Bridges Investment Management's 13F filing for Q2 2013, filed 8 Aug 2013.