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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
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
BLKBlackrock, Inc.
Recent Activity
Decreased -1.03%
1.22%
$86.68M
91,289 shares@ $949.52 avg price
IWFIshares Russell 1000 Growth Et
Recent Activity
Decreased -6.91%
1.21%
$86.492M
230,413 shares@ $375.38 avg price
ISRGIntuitive Surgical, Inc.
Recent Activity
Increased 10.52%
1.21%
$86.103M
175,266 shares@ $491.28 avg price
TMOThermo Fisher Scientific
Recent Activity
Decreased -0.91%
1.16%
$82.753M
133,781 shares@ $618.57 avg price
AVGOBroadcom Inc
Recent Activity
Increased 896.2%
1.05%
$74.766M
433,424 shares@ $172.51 avg price
ADBEAdobe Inc Com
Recent Activity
Decreased -1.32%
1.04%
$73.941M
142,803 shares@ $517.79 avg price
LADLithia Mtrs Inc Cl A
Recent Activity
Increased 43.46%
1.03%
$73.299M
230,761 shares@ $317.64 avg price