We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $8.22B
1-Year Est. Return 21.38%
This Fund
S&P 500
This Quarter Est. Return
+2.51%
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
$7.88B
AUM Growth
+$60.8M
Cap. Flow
-$66.2M
Cap. Flow %
-0.84%
Top 10 Hldgs %
40.3%
Holding
439
New
25
Increased
151
Reduced
170
Closed
36

Top Buys

Rank Stock Value
1
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$103M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$40.5M
3
SMMD icon
iShares Russell 2500 ETF
SMMD
+$13.7M
4
LLY icon
Eli Lilly
LLY
+$11.8M
5
SPGI icon
S&P Global
SPGI
+$10.3M

Top Sells

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$53M
2
USB icon
US Bancorp
USB
+$34.2M
3
AAPL icon
Apple
AAPL
+$34M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$20M
5
GHLD
Guild Holdings
GHLD
+$14.1M

Sector Composition

Rank Sector Weight
1 Technology 21.51%
2 Financials 19.36%
3 Consumer Discretionary 10.91%
4 Communication Services 8.43%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WSO icon
251
Watsco Inc
WSO
$13.2B
$799K 0.01%
2,372
-2,502
-51% -$893K
COR icon
252
Cencora
COR
$63.7B
$796K 0.01%
2,357
+619
+36% +$211K
WMB icon
253
Williams Companies
WMB
$88.4B
$790K 0.01%
13,139
+116
+0.9% +$7.01K
IJK icon
254
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$776K 0.01%
8,010
-205
-2% -$19.7K
SCHM icon
255
Schwab US Mid-Cap ETF
SCHM
$15.1B
$762K 0.01%
25,339
+87
+0.3% +$2.59K
BMY icon
256
Bristol-Myers Squibb
BMY
$130B
$758K 0.01%
14,061
+276
+2% +$13.3K
CLX icon
257
Clorox
CLX
$13.1B
$733K 0.01%
7,272
-300
-4% -$32.6K
ARES icon
258
Ares Management
ARES
$32.3B
$713K 0.01%
4,409
+1,192
+37% +$186K
EFG icon
259
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$709K 0.01%
6,224
– –
ALLE icon
260
Allegion
ALLE
$14.3B
$695K 0.01%
4,364
– –
HLT icon
261
Hilton Worldwide
HLT
$70.8B
$688K 0.01%
2,394
+682
+40% +$186K
SWK icon
262
Stanley Black & Decker
SWK
$15.7B
$681K 0.01%
9,170
– –
WEC icon
263
WEC Energy
WEC
$34.8B
$668K 0.01%
6,337
-28
-0.4% -$3.1K
VRT icon
264
Vertiv
VRT
$108B
$665K 0.01%
4,105
+1,263
+44% +$219K
LPLA icon
265
LPL Financial
LPLA
$29.2B
$660K 0.01%
1,848
+504
+38% +$178K
PSX icon
266
Phillips 66
PSX
$89.5B
$655K 0.01%
5,077
-390
-7% -$52.5K
CVNA icon
267
Carvana
CVNA
$79.2B
$653K 0.01%
7,740
+2,145
+38% +$159K
OTEX icon
268
Open Text
OTEX
$5.81B
$639K 0.01%
19,620
-22,670
-54% -$808K
ROK icon
269
Rockwell Automation
ROK
$49.6B
$630K 0.01%
1,619
+365
+29% +$137K
MKC icon
270
McCormick & Company Non-Voting
MKC
$14.2B
$612K 0.01%
8,990
– –
DUK icon
271
Duke Energy
DUK
$96.1B
$602K 0.01%
5,136
-514
-9% -$62.8K
TT icon
272
Trane Technologies
TT
$106B
$600K 0.01%
1,542
+24
+2% +$9.93K
VNQ icon
273
Vanguard Real Estate ETF
VNQ
$38.3B
$598K 0.01%
6,760
-2,195
-25% -$197K
HCA icon
274
HCA Healthcare
HCA
$89.1B
$598K 0.01%
1,281
-510
-28% -$237K
MANH icon
275
Manhattan Associates
MANH
$11.4B
$593K 0.01%
3,423
-1,939
-36% -$354K
9 10
11
12 13

Similar funds

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

Bridges Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Bridges Investment Management held 439 positions worth $7.88B, up 0.78% from $7.82B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Bridges Investment Management's Q4 2025 filing shows 25 new, 151 increased, 170 reduced and 36 closed positions. Its largest new stake was iShares Russell 2500 ETF: 184,192 shares worth $13.8M. The largest sale was Alphabet (Google) Class A, an estimated $53M.

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

  • Bridges Investment Management's largest Q4 2025 buy was iShares Russell 2500 ETF: 184,192 shares worth $13.8M.
  • Bridges Investment Management added most to iShares Core S&P Mid-Cap ETF in Q4 2025, an estimated $103M increase.
  • Bridges Investment Management's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $53M.
  • Bridges Investment Management fully exited Guild Holdings in Q4 2025, selling an estimated $14.1M.
  • Bridges Investment Management's ten largest holdings make up 40% of its $7.88B portfolio in Q4 2025.
  • Bridges Investment Management opened 25 new positions and closed 36 in Q4 2025.
  • Bridges Investment Management's portfolio value rose 0.78% quarter-over-quarter to $7.88B.

Based on Bridges Investment Management's 13F filing for Q4 2025, filed 10 Feb 2026.