Bridges Investment Management Inc.
Bridges Investment Management Inc is an independent investment adviser based in Omaha, Nebraska. The firm is registered with the U.S. Securities and Exchange Commission and provides investment management and advisory services to individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans. Bridges was founded in 1994 and serves a clientele seeking personalized portfolio management. The firm maintains a tight-knit team typical of regional boutiques.
Investment Strategy
Bridges Investment Management implements a disciplined, research-driven investment process with a focus on fundamental analysis to construct long-term portfolios tailored to client objectives. The firm prioritizes risk management and preservation of capital while seeking to add value through prudent security selection and diversified asset allocation. Portfolios commonly include a blend of equities, fixed income, and alternative assets, managed through a customized approach for each client segment.
Top Holdings
Equity Positions (397)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.29% | $466.0M | 936,839 | $310.48 | $497.41 | +$111.3M |
A AMZN | AMAZON.COM INC | 4.36% | $323.1M | 1,472,534 | $148.22 | $219.39 | +$53.5M |
A AAPL | APPLE INC | 4.24% | $313.8M | 1,529,670 | $124.08 | $205.17 | -$52.3M |
I IJH | ISHARES CORE S&P MID CAP ETF | 3.84% | $284.1M | 4,581,466 | $46.62 | $62.02 | +$18.9M |
G GOOGL | ALPHABET INC CL A | 3.81% | $281.7M | 1,598,545 | $128.15 | $176.23 | +$31.2M |