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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
ISRGIntuitive Surgical, Inc.
Recent Activity
Increased 10.52%
1.21%
$86.103M
175,266 shares@ $491.28 avg price
AVGOBroadcom Inc
Recent Activity
Increased 896.2%
1.05%
$74.766M
433,424 shares@ $172.51 avg price
LADLithia Mtrs Inc Cl A
Recent Activity
Increased 43.46%
1.03%
$73.299M
230,761 shares@ $317.64 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Increased 2.44%
0.98%
$69.862M
368,083 shares@ $189.81 avg price
USBU.s. Bancorp Com (new)
Recent Activity
Increased 1554.26%
0.97%
$68.761M
1.504M shares@ $45.74 avg price
CTASCintas Corp Com
Recent Activity
Increased 302.35%
0.79%
$56.381M
273,855 shares@ $205.88 avg price
ZTSZoetis Inc
Recent Activity
Increased 1.02%
0.76%
$54.093M
276,861 shares@ $195.38 avg price
CPRTCopart Inc
Recent Activity
Increased 0.37%
0.64%
$45.58M
869,850 shares@ $52.4 avg price
CHEChemed Corp Com
Recent Activity
Increased 3.07%
0.61%
$43.407M
72,229 shares@ $600.97 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 0.09%
0.6%
$42.713M
48,181 shares@ $886.53 avg price