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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
AAPL icon
1
Apple
AAPL
$4.57T
$366M 5.28%
1,648,360
-44,823
-3% -$10.4M
MSFT icon
2
Microsoft
MSFT
$3.71T
$355M 5.12%
944,855
-5,299
-0.6% -$2.16M
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.12T
$311M 4.48%
389
-9
-2% -$6.56M
AMZN icon
4
Amazon
AMZN
$2.96T
$270M 3.89%
1,416,846
-172,825
-11% -$37.5M
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$127B
$265M 3.83%
4,546,151
+236,346
+5% +$14.7M
GOOGL icon
6
Alphabet (Google) Class A
GOOGL
$4.33T
$251M 3.61%
1,620,212
-8,831
-0.5% -$1.6M
MA icon
7
Mastercard
MA
$493B
$216M 3.12%
394,500
-9,187
-2% -$5M
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.13T
$209M 3.01%
391,601
-8,693
-2% -$4.23M
NVDA icon
9
NVIDIA
NVDA
$5.42T
$169M 2.43%
1,556,480
-18,001
-1% -$2.28M
VEA icon
10
Vanguard FTSE Developed Markets ETF
VEA
$236B
$160M 2.3%
3,138,975
-6,469
-0.2% -$327K
UNP icon
11
Union Pacific
UNP
$174B
$159M 2.3%
674,297
-14,496
-2% -$3.49M
V icon
12
Visa
V
$677B
$150M 2.16%
427,770
-3,248
-0.8% -$1.1M
IJR icon
13
iShares Core S&P Small-Cap ETF
IJR
$112B
$150M 2.16%
1,432,464
+17,534
+1% +$1.98M
UNH icon
14
UnitedHealth
UNH
$370B
$148M 2.14%
283,173
-19,166
-6% -$9.8M
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$143M 2.06%
3,162,657
+226,418
+8% +$10.2M
JPM icon
16
JPMorgan Chase
JPM
$950B
$130M 1.88%
531,888
-8,505
-2% -$2.17M
PANW icon
17
Palo Alto Networks
PANW
$297B
$120M 1.73%
703,184
-4,768
-0.7% -$882K
PGR icon
18
Progressive
PGR
$125B
$115M 1.66%
406,177
-6,595
-2% -$1.72M
ODFL icon
19
Old Dominion Freight Line
ODFL
$44.9B
$113M 1.63%
684,112
-4,041
-0.6% -$735K
SPGI icon
20
S&P Global
SPGI
$120B
$103M 1.48%
202,214
+228
+0.1% +$117K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$902B
$102M 1.47%
181,949
+18,623
+11% +$11M
META icon
22
Meta Platforms (Facebook)
META
$1.51T
$99.6M 1.44%
172,848
+1,543
+0.9% +$995K
LOW icon
23
Lowe's Companies
LOW
$125B
$86.4M 1.25%
370,541
-1,972
-0.5% -$485K
ISRG icon
24
Intuitive Surgical
ISRG
$134B
$85.3M 1.23%
172,146
-1,517
-0.9% -$839K
BLK icon
25
Blackrock
BLK
$176B
$83M 1.2%
87,733
-865
-1% -$848K
1
2 3 4 5

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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.