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Matthew Moreno

@Bridges Investment Management Inc

Latest period2024 - Q3ReportedManaged Assets$7.154BTotal holdings402
Assets growth rate8.84%Assets growth rate (2-Q avg)57.04%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bridges Investment Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 402 positions.

Assets under management

The assets under management (AUM) of Bridges Investment Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.154B in assets, with a quarterly growth rate of 8.84% and a 2-quarter average growth rate of 57.04%. The portfolio is managed by Matthew Moreno, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp Com
Recent Activity
Decreased -0.05%
5.82%
$415.722M
966,121 shares@ $430.3 avg price
AAPLApple Inc
Recent Activity
Decreased -1.82%
5.76%
$411.352M
1.765M shares@ $233.0 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 0.42%
4.22%
$301.809M
1.62M shares@ $186.34 avg price
BRK.ABerkshire Hathaway Inc Class A
Recent Activity
Decreased -1.46%
3.91%
$279.237M
404 shares@ $691180.0 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Decreased -2.48%
3.87%
$276.476M
1.667M shares@ $165.85 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Increased 4.28%
3.66%
$261.533M
4.197M shares@ $62.33 avg price
MAMastercard
Recent Activity
Decreased -0.39%
2.85%
$203.526M
412,163 shares@ $493.8 avg price
NVDANvidia Corporation
Recent Activity
Decreased -6.49%
2.79%
$199.556M
1.643M shares@ $121.45 avg price
BRK.BBerkshire Hathaway Inc Class B
Recent Activity
Increased 1.71%
2.64%
$188.169M
408,832 shares@ $460.26 avg price
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -0.42%
2.51%
$179.154M
306,414 shares@ $584.69 avg price