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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
AAPL icon
1
Apple
AAPL
$4.57T
$424M 5.93%
1,693,183
-72,277
-4% -$17M
MSFT icon
2
Microsoft
MSFT
$3.71T
$400M 5.6%
950,154
-15,967
-2% -$6.8M
AMZN icon
3
Amazon
AMZN
$2.96T
$349M 4.88%
1,589,671
-30,083
-2% -$6.15M
GOOGL icon
4
Alphabet (Google) Class A
GOOGL
$4.33T
$308M 4.31%
1,629,043
-37,982
-2% -$6.65M
BRK.A icon
5
Berkshire Hathaway Class A
BRK.A
$1.12T
$271M 3.79%
398
-6
-1% -$4.16M
IJH icon
6
iShares Core S&P Mid-Cap ETF
IJH
$127B
$269M 3.75%
4,309,805
+113,190
+3% +$7.26M
MA icon
7
Mastercard
MA
$493B
$213M 2.97%
403,687
-8,476
-2% -$4.39M
NVDA icon
8
NVIDIA
NVDA
$5.42T
$211M 2.96%
1,574,481
-68,765
-4% -$9.48M
BRK.B icon
9
Berkshire Hathaway Class B
BRK.B
$1.13T
$181M 2.54%
400,294
-8,538
-2% -$3.94M
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$112B
$163M 2.28%
1,414,930
+36,288
+3% +$4.34M
UNP icon
11
Union Pacific
UNP
$174B
$157M 2.2%
688,793
-8,862
-1% -$2.1M
UNH icon
12
UnitedHealth
UNH
$370B
$153M 2.14%
302,339
-4,075
-1% -$2.32M
VEA icon
13
Vanguard FTSE Developed Markets ETF
VEA
$236B
$150M 2.1%
3,145,444
+99,559
+3% +$5M
V icon
14
Visa
V
$677B
$136M 1.9%
431,018
-11,495
-3% -$3.46M
JPM icon
15
JPMorgan Chase
JPM
$950B
$130M 1.81%
540,393
-11,928
-2% -$2.78M
VWO icon
16
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$129M 1.81%
2,936,239
+23,329
+0.8% +$1.08M
PANW icon
17
Palo Alto Networks
PANW
$297B
$129M 1.8%
707,952
-14,784
-2% -$2.79M
ODFL icon
18
Old Dominion Freight Line
ODFL
$44.9B
$121M 1.7%
688,153
-6,467
-0.9% -$1.32M
SPGI icon
19
S&P Global
SPGI
$120B
$101M 1.41%
201,986
-4,084
-2% -$2.07M
META icon
20
Meta Platforms (Facebook)
META
$1.51T
$100M 1.4%
171,305
-3,518
-2% -$2.06M
AVGO icon
21
Broadcom
AVGO
$2.04T
$99.1M 1.39%
427,416
-6,008
-1% -$1.11M
PGR icon
22
Progressive
PGR
$125B
$98.9M 1.38%
412,772
-11,592
-3% -$2.92M
IVV icon
23
iShares Core S&P 500 ETF
IVV
$902B
$96.1M 1.34%
163,326
+11,402
+8% +$6.75M
LOW icon
24
Lowe's Companies
LOW
$125B
$91.9M 1.29%
372,513
-2,929
-0.8% -$782K
BLK icon
25
Blackrock
BLK
$176B
$90.8M 1.27%
88,598
-2,691
-3% -$2.73M
1
2 3 4 5

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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.