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BRIDGES INVESTMENT MANAGEMENT INC

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OMAHA NE Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Bridges Investment Management is based out of Omaha. Bridges Investment Management is a large advisory firm with 1548 clients and discretionary assets under management (AUM) of $7,275,453,655 (Form ADV from 2024-01-31). Their last reported 13F filing for Q4 2023 included $3,016,526,360 in managed 13F securities and a top 10 holdings concentration of 41.92%. Bridges Investment Management's largest holding is Apple Inc with shares held of 958,322. Whalewisdom has at least 99 13F filings The firm last filed a Form D notice of exempt offering of securities on 2012-11-19. The notice included securities offered of Equity

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
AAPL Apple Inc 6.12%
BRK.A Berkshire Hathaway I 5.92%
MSFT Microsoft Corp. 5.21%
IJH iShares Core S&P Mid 4.52%
GOOGL Alphabet Inc. Class 3.53%

2023-12-31

13F Activity

Market Value $3.02b, Prior: $2.82b
New Purchases 8 stocks
Added To 39 stocks
Sold out of 1 stocks
Reduced holdings in 108 stocks
Top 10 Holdings % 41.92%
Turnover %[1] 4.41%
Turnover Alt %[2] 1.51%
Time Held Top 20 31.2 quarters
Time Held Top 10 21.1 quarters
Time Held All 32.67 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance