Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
IEMG iShares Core MSCI Em | 0.55% |
CTAS Cintas Corporation | 0.32% |
UNP Union Pacific Corp. | 0.29% |
HD Home Depot, Inc. (Th | 0.1% |
ISRG Intuitive Surgical I | 0.1% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VWO VANGUARD EMERGING MA | 0.65% |
TRU TransUnion | 0.52% |
BRK.A Berkshire Hathaway I | 0.39% |
IWS iShares Russell Mid- | 0.22% |
ODFL Old Dominion Freight | 0.19% |
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