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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
VNQ icon
276
Vanguard Real Estate ETF
VNQ
$38.3B
$550K 0.01%
6,178
-697
-10% -$61.5K
BAM icon
277
Brookfield Asset Management
BAM
$88.4B
$547K 0.01%
9,898
-3,159
-24% -$170K
KMB icon
278
Kimberly-Clark
KMB
$36.1B
$535K 0.01%
4,149
-352
-8% -$47.7K
INGR icon
279
Ingredion
INGR
$6.6B
$532K 0.01%
3,924
– –
PSX icon
280
Phillips 66
PSX
$89.5B
$532K 0.01%
4,457
-550
-11% -$61.6K
VXUS icon
281
Vanguard Total International Stock ETF
VXUS
$162B
$529K 0.01%
7,658
-10
-0.1% -$649
AXON
282
Axon Enterprise
AXON
$51.7B
$524K 0.01%
633
-56
-8% -$38.1K
MFC icon
283
Manulife Financial
MFC
$72.7B
$517K 0.01%
16,164
– –
GIS icon
284
General Mills
GIS
$20.2B
$509K 0.01%
9,816
+400
+4% +$22.1K
NVO
285
Novo Nordisk
NVO
$207B
$504K 0.01%
7,300
-250
-3% -$17K
AWI icon
286
Armstrong World Industries
AWI
$7.89B
$492K 0.01%
3,027
– –
WAB icon
287
Wabtec
WAB
$50.3B
$486K 0.01%
2,323
-44
-2% -$8.46K
CAKE icon
288
Cheesecake Factory
CAKE
$5.63B
$481K 0.01%
7,677
– –
AEP icon
289
American Electric Power
AEP
$67.3B
$472K 0.01%
4,552
+22
+0.5% +$2.29K
TTD icon
290
Trade Desk
TTD
$6.37B
$470K 0.01%
6,533
+720
+12% +$46K
AJG icon
291
Arthur J. Gallagher & Co
AJG
$65B
$457K 0.01%
1,427
+3
+0.2% +$989
HLT icon
292
Hilton Worldwide
HLT
$70.8B
$457K 0.01%
+1,715
New +$408K
IJT icon
293
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$450K 0.01%
3,379
– –
LPLA icon
294
LPL Financial
LPLA
$29.2B
$448K 0.01%
1,195
+9
+0.8% +$3.15K
TRI icon
295
Thomson Reuters
TRI
$45.4B
$444K 0.01%
2,173
– –
BR icon
296
Broadridge
BR
$19.5B
$437K 0.01%
1,799
-77
-4% -$18.3K
IVOG icon
297
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.71B
$436K 0.01%
3,860
– –
SO icon
298
Southern Company
SO
$106B
$434K 0.01%
4,726
+37
+0.8% +$3.32K
VST icon
299
Vistra
VST
$48.6B
$432K 0.01%
2,228
+37
+2% +$5.47K
NXPI icon
300
NXP Semiconductors
NXPI
$59.6B
$430K 0.01%
1,970
+654
+50% +$128K
10 11
12
13 14

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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.