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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
+7.34%
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
$7.82B
AUM Growth
+$419M
Cap. Flow
-$23.4M
Cap. Flow %
-0.3%
Top 10 Hldgs %
39.06%
Holding
434
New
25
Increased
169
Reduced
138
Closed
20

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$54.1M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$50.3M
3
CSL icon
Carlisle Companies
CSL
+$38.9M
4
LOW icon
Lowe's Companies
LOW
+$12.2M
5
SYK icon
Stryker
SYK
+$11.2M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$60.2M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$20.7M
3
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$17.6M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.1M
5
LMT icon
Lockheed Martin
LMT
+$13.8M

Sector Composition

Rank Sector Weight
1 Technology 22.8%
2 Financials 20.39%
3 Consumer Discretionary 11.14%
4 Industrials 8.6%
5 Communication Services 7.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
226
Mondelez International
MDLZ
$78.2B
$1.16M 0.01%
18,538
-2,550
-12% -$164K
DFIN icon
227
Donnelley Financial Solutions
DFIN
$1.14B
$1.13M 0.01%
22,015
+1,331
+6% +$75.9K
TFC icon
228
Truist Financial
TFC
$63.9B
$1.13M 0.01%
24,711
– –
OXY icon
229
Occidental Petroleum
OXY
$58.7B
$1.11M 0.01%
23,499
+200
+0.9% +$9.04K
MANH icon
230
Manhattan Associates
MANH
$11B
$1.1M 0.01%
5,362
+320
+6% +$67.7K
WWD icon
231
Woodward
WWD
$21.3B
$1.09M 0.01%
4,320
– –
XPO icon
232
XPO
XPO
$24.4B
$1.09M 0.01%
8,440
+549
+7% +$71.3K
VIG icon
233
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.08M 0.01%
4,995
+214
+4% +$44.9K
DOL icon
234
WisdomTree True Developed International Fund
DOL
$848M
$1.07M 0.01%
+17,112
New +$1.04M
C icon
235
Citigroup
C
$230B
$1.05M 0.01%
10,300
-712
-6% -$67.6K
GXO icon
236
GXO Logistics
GXO
$5.47B
$1M 0.01%
18,971
+1,129
+6% +$58K
SCHV
237
Schwab US Large-Cap Value ETF
SCHV
$16.2B
$990K 0.01%
34,007
+18,952
+126% +$538K
CL icon
238
Colgate-Palmolive
CL
$73.4B
$987K 0.01%
12,346
-29
-0.2% -$2.47K
KHC icon
239
Kraft Heinz
KHC
$28.6B
$981K 0.01%
37,667
+3,479
+10% +$94.5K
EFA icon
240
iShares MSCI EAFE ETF
EFA
$80.4B
$970K 0.01%
10,384
+5,612
+118% +$510K
SCHG icon
241
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$969K 0.01%
+30,364
New +$925K
LKQ icon
242
LKQ Corp
LKQ
$6.14B
$954K 0.01%
31,230
+5,080
+19% +$167K
OTIS icon
243
Otis Worldwide
OTIS
$27.8B
$952K 0.01%
10,411
– –
CLX icon
244
Clorox
CLX
$12.8B
$934K 0.01%
7,572
-600
-7% -$74.5K
JCI icon
245
Johnson Controls International
JCI
$94.7B
$933K 0.01%
8,490
+172
+2% +$18.4K
CRM icon
246
Salesforce
CRM
$158B
$930K 0.01%
3,922
-123
-3% -$31K
ECL icon
247
Ecolab
ECL
$78.5B
$915K 0.01%
3,342
+43
+1% +$11.7K
HLI icon
248
Houlihan Lokey
HLI
$8.75B
$912K 0.01%
4,443
-44
-1% -$8.63K
EFV icon
249
iShares MSCI EAFE Value ETF
EFV
$30.1B
$907K 0.01%
13,369
+26
+0.2% +$1.71K
VMI icon
250
Valmont Industries
VMI
$9.58B
$863K 0.01%
2,227
– –
8 9
10
11 12

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Bridges Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Bridges Investment Management held 434 positions worth $7.82B, up 5.7% from $7.4B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q3 2025 filing shows 25 new, 169 increased, 138 reduced and 20 closed positions. Its largest new stake was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M. The largest sale was UnitedHealth, an estimated $60.2M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q3 2025 buy was Schwab US Large- Cap ETF: 78,281 shares worth $2.06M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q3 2025, an estimated $54.1M increase.
  • Bridges Investment Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $60.2M.
  • Bridges Investment Management fully exited GMS Inc in Q3 2025, selling an estimated $2.86M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.82B portfolio in Q3 2025.
  • Bridges Investment Management opened 25 new positions and closed 20 in Q3 2025.
  • Bridges Investment Management's portfolio value rose 5.7% quarter-over-quarter to $7.82B.

Based on Bridges Investment Management's 13F filing for Q3 2025, filed 4 Nov 2025.