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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
AMZNAmazon.com Inc
Recent Activity
Increased 0.42%
4.22%
$301.809M
1.62M shares@ $186.34 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
BRK.BBerkshire Hathaway Inc Class B
Recent Activity
Increased 1.71%
2.64%
$188.169M
408,832 shares@ $460.26 avg price
IJRIshares Core S&p Small Cap Etf
Recent Activity
Increased 6.33%
2.26%
$161.246M
1.379M shares@ $116.96 avg price
VEAVanguard Ftse Developed Market
Recent Activity
Increased 3.15%
2.25%
$160.853M
3.046M shares@ $52.82 avg price
ODFLOld Dominion Freight Line, Inc
Recent Activity
Increased 12.9%
1.93%
$137.979M
694,620 shares@ $198.65 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Increased 5.48%
1.73%
$123.516M
361,368 shares@ $341.81 avg price
LOWLowes Companies Com
Recent Activity
Increased 0.06%
1.43%
$101.688M
375,442 shares@ $270.86 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.4%
1.4%
$100.076M
174,823 shares@ $572.45 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
Increased 19.21%
1.23%
$87.633M
151,924 shares@ $576.82 avg price