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BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+9.44%
1 Year Est. Return
+21.38%
3 Year Est. Return
+77.85%
5 Year Est. Return
+98.89%
10 Year Est. Return
+374.69%
AUM
$7.4B
AUM Growth
+$471M
Cap. Flow
-$1.36M
Cap. Flow %
-0.02%
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7

Top Buys

Rank Stock Value
1
SYK icon
Stryker
SYK
+$14.4M
2
CDNS icon
Cadence Design Systems
CDNS
+$12.4M
3
AMZN icon
Amazon
AMZN
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$26.7M
2
AAPL icon
Apple
AAPL
+$24M
3
CPRT icon
Copart
CPRT
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

Rank Sector Weight
1 Technology 22.27%
2 Financials 21.43%
3 Consumer Discretionary 11.07%
4 Industrials 8.65%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WMG icon
226
Warner Music
WMG
$13.1B
$1.15M 0.02%
42,390
– –
ATO icon
227
Atmos Energy
ATO
$28.6B
$1.13M 0.02%
7,310
+780
+12% +$121K
CL icon
228
Colgate-Palmolive
CL
$73.6B
$1.12M 0.02%
12,375
+9
+0.1% +$822
CRM icon
229
Salesforce
CRM
$162B
$1.1M 0.01%
4,045
+90
+2% +$24.1K
CBRE icon
230
CBRE Group
CBRE
$42.7B
$1.07M 0.01%
7,634
+1,711
+29% +$216K
TFC icon
231
Truist Financial
TFC
$63.9B
$1.06M 0.01%
24,711
+30
+0.1% +$1.17K
WWD icon
232
Woodward
WWD
$21.1B
$1.06M 0.01%
4,320
-450
-9% -$92K
OTIS icon
233
Otis Worldwide
OTIS
$27.8B
$1.03M 0.01%
10,411
+3
+0% +$290
XPO icon
234
XPO
XPO
$23.8B
$997K 0.01%
+7,891
New +$885K
MANH icon
235
Manhattan Associates
MANH
$11.4B
$996K 0.01%
5,042
+689
+16% +$125K
DV icon
236
DoubleVerify
DV
$2.03B
$985K 0.01%
65,788
+8,784
+15% +$120K
CLX icon
237
Clorox
CLX
$13.1B
$981K 0.01%
8,172
+1,521
+23% +$203K
OXY icon
238
Occidental Petroleum
OXY
$59B
$979K 0.01%
23,299
-495
-2% -$20.7K
VIG icon
239
Vanguard Dividend Appreciation ETF
VIG
$114B
$979K 0.01%
4,781
– –
LKQ icon
240
LKQ Corp
LKQ
$6.25B
$968K 0.01%
26,150
– –
C icon
241
Citigroup
C
$228B
$937K 0.01%
11,012
+2,372
+27% +$171K
ARW icon
242
Arrow Electronics
ARW
$10.5B
$898K 0.01%
7,050
-1,980
-22% -$227K
ECL icon
243
Ecolab
ECL
$79.8B
$889K 0.01%
3,299
+7
+0.2% +$1.78K
MAR icon
244
Marriott International
MAR
$91.1B
$887K 0.01%
3,245
+3
+0.1% +$752
KHC icon
245
Kraft Heinz
KHC
$29.2B
$883K 0.01%
34,188
– –
JCI icon
246
Johnson Controls International
JCI
$93.7B
$879K 0.01%
8,318
+7
+0.1% +$644
GXO icon
247
GXO Logistics
GXO
$5.37B
$869K 0.01%
17,842
+2,370
+15% +$94.4K
EFV icon
248
iShares MSCI EAFE Value ETF
EFV
$30B
$847K 0.01%
13,343
+507
+4% +$31K
WMB icon
249
Williams Companies
WMB
$88.4B
$846K 0.01%
13,465
+336
+3% +$19.8K
HAS icon
250
Hasbro
HAS
$13.7B
$839K 0.01%
11,370
– –
8 9
10
11 12

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Bridges Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Bridges Investment Management held 416 positions worth $7.4B, up 6.8% from $6.93B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Bridges Investment Management's Q2 2025 filing shows 24 new, 178 increased, 137 reduced and 7 closed positions. Its largest new stake was XPO: 7,891 shares worth $997K. The largest sale was AptarGroup, an estimated $26.7M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 20% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q2 2025 buy was XPO: 7,891 shares worth $997K.
  • Bridges Investment Management added most to Stryker in Q2 2025, an estimated $14.4M increase.
  • Bridges Investment Management's biggest Q2 2025 reduction was AptarGroup, cutting an estimated $26.7M.
  • Bridges Investment Management fully exited Cognex in Q2 2025, selling an estimated $1.34M.
  • Bridges Investment Management's ten largest holdings make up 37% of its $7.4B portfolio in Q2 2025.
  • Bridges Investment Management opened 24 new positions and closed 7 in Q2 2025.
  • Bridges Investment Management's portfolio value rose 6.8% quarter-over-quarter to $7.4B.

Based on Bridges Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.