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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
TT icon
276
Trane Technologies
TT
$106B
$641K 0.01%
1,518
-20
-1% -$8.55K
BMY icon
277
Bristol-Myers Squibb
BMY
$131B
$622K 0.01%
13,785
-221
-2% -$10.3K
ARKF icon
278
ARK Blockchain & Fintech Innovation ETF
ARKF
$755M
$610K 0.01%
10,739
-726
-6% -$39K
CI icon
279
Cigna
CI
$72.3B
$602K 0.01%
2,087
+83
+4% +$24.6K
MKC icon
280
McCormick & Company Non-Voting
MKC
$14.2B
$602K 0.01%
8,990
– –
XRAY icon
281
Dentsply Sirona
XRAY
$2.24B
$601K 0.01%
47,366
– –
DEM icon
282
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$599K 0.01%
+13,020
New +$602K
AWI icon
283
Armstrong World Industries
AWI
$7.68B
$593K 0.01%
3,027
– –
VXUS icon
284
Vanguard Total International Stock ETF
VXUS
$163B
$561K 0.01%
7,643
-15
-0.2% -$1.06K
UL icon
285
Unilever
UL
$133B
$557K 0.01%
8,347
– –
COR icon
286
Cencora
COR
$61.3B
$543K 0.01%
1,738
-197
-10% -$58K
AEP icon
287
American Electric Power
AEP
$67.3B
$528K 0.01%
4,690
+138
+3% +$15.1K
RBLX icon
288
Roblox
RBLX
$25.4B
$526K 0.01%
+3,794
New +$472K
KMB icon
289
Kimberly-Clark
KMB
$36B
$516K 0.01%
4,149
– –
ARES icon
290
Ares Management
ARES
$31.8B
$514K 0.01%
3,217
-10
-0.3% -$1.8K
PAYX icon
291
Paychex
PAYX
$42.4B
$512K 0.01%
4,039
-27
-0.7% -$3.75K
INTC icon
292
Intel
INTC
$509B
$502K 0.01%
14,970
-1,523
-9% -$36.9K
GIS icon
293
General Mills
GIS
$20B
$495K 0.01%
9,816
– –
MFC icon
294
Manulife Financial
MFC
$73B
$490K 0.01%
15,716
-448
-3% -$13.8K
SO icon
295
Southern Company
SO
$106B
$480K 0.01%
5,064
+338
+7% +$31.6K
QQQ icon
296
Invesco QQQ Trust
QQQ
$482B
$465K 0.01%
774
+123
+19% +$70.4K
IVOG icon
297
Vanguard S&P Mid-Cap 400 Growth ETF
IVOG
$1.72B
$461K 0.01%
3,860
– –
VGT icon
298
Vanguard Information Technology ETF
VGT
$149B
$459K 0.01%
4,920
– –
AXON
299
Axon Enterprise
AXON
$49.8B
$453K 0.01%
631
-2
-0.3% -$1.52K
NET icon
300
Cloudflare
NET
$113B
$450K 0.01%
2,095
-5
-0.2% -$1.02K
10 11
12
13 14

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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.