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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
HAS icon
251
Hasbro
HAS
$13.5B
$862K 0.01%
11,370
– –
ROAD icon
252
Construction Partners
ROAD
$6.89B
$847K 0.01%
6,671
– –
MAR icon
253
Marriott International
MAR
$92.5B
$845K 0.01%
3,245
– –
DV icon
254
DoubleVerify
DV
$2.04B
$839K 0.01%
70,017
+4,229
+6% +$62.7K
APD icon
255
Air Products & Chemicals
APD
$68.2B
$835K 0.01%
3,063
+484
+19% +$140K
WMB icon
256
Williams Companies
WMB
$89.9B
$825K 0.01%
13,023
-442
-3% -$25.9K
VNQ icon
257
Vanguard Real Estate ETF
VNQ
$38.4B
$819K 0.01%
8,955
+2,777
+45% +$252K
CBRE icon
258
CBRE Group
CBRE
$42.6B
$804K 0.01%
5,104
-2,530
-33% -$391K
IJK icon
259
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$788K 0.01%
8,215
– –
KMX icon
260
CarMax
KMX
$8.2B
$775K 0.01%
17,262
+5,660
+49% +$338K
ALLE icon
261
Allegion
ALLE
$14.1B
$774K 0.01%
4,364
– –
PWR icon
262
Quanta Services
PWR
$103B
$772K 0.01%
1,862
+256
+16% +$99.5K
HCA icon
263
HCA Healthcare
HCA
$88.5B
$763K 0.01%
1,791
+126
+8% +$48.8K
SCHM icon
264
Schwab US Mid-Cap ETF
SCHM
$15.2B
$748K 0.01%
+25,252
New +$735K
PSX icon
265
Phillips 66
PSX
$89.2B
$744K 0.01%
5,467
+1,010
+23% +$129K
BAM icon
266
Brookfield Asset Management
BAM
$86.9B
$740K 0.01%
12,988
+3,090
+31% +$184K
WEC icon
267
WEC Energy
WEC
$35.4B
$729K 0.01%
6,365
-41
-0.6% -$4.44K
DON icon
268
WisdomTree US MidCap Dividend Fund
DON
$4.07B
$725K 0.01%
+13,871
New +$718K
EFG icon
269
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$709K 0.01%
6,224
+15
+0.2% +$1.67K
DUK icon
270
Duke Energy
DUK
$96B
$699K 0.01%
5,650
-87
-2% -$10.6K
RCL icon
271
Royal Caribbean
RCL
$82B
$698K 0.01%
2,157
+48
+2% +$16K
SWK icon
272
Stanley Black & Decker
SWK
$15.4B
$682K 0.01%
9,170
– –
IJT icon
273
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$660K 0.01%
4,663
+1,284
+38% +$177K
FICO icon
274
Fair Isaac
FICO
$22.1B
$652K 0.01%
436
– –
INGR icon
275
Ingredion
INGR
$6.52B
$648K 0.01%
5,304
+1,380
+35% +$178K
9 10
11
12 13

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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.