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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
UNPUnion Pacific Corp Com
Recent Activity
Decreased -1%
2.41%
$171.958M
697,655 shares@ $246.49 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
VWOVanguard Ftse Emerging Markets
Recent Activity
Decreased -1.16%
1.95%
$139.383M
2.913M shares@ $47.86 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
VVisa Inc. Class A
Recent Activity
Decreased -0.47%
1.71%
$121.669M
442,513 shares@ $274.96 avg price
JPMJpmorgan Chase & Co Com
Recent Activity
Decreased -1.12%
1.63%
$116.462M
552,321 shares@ $210.87 avg price
PGRProgressive Corp
Recent Activity
Decreased -1.64%
1.51%
$107.687M
424,364 shares@ $253.77 avg price
SPGIS & P Global Inc
Recent Activity
Decreased -0.6%
1.49%
$106.46M
206,070 shares@ $516.62 avg price