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
+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
LPLA icon
301
LPL Financial
LPLA
$29.4B
$447K 0.01%
1,344
+149
+12% +$54K
HLT icon
302
Hilton Worldwide
HLT
$72.7B
$444K 0.01%
1,712
-3
-0.2% -$811
BR icon
303
Broadridge
BR
$19.1B
$439K 0.01%
1,844
+45
+3% +$11.2K
ROK icon
304
Rockwell Automation
ROK
$49.8B
$438K 0.01%
1,254
– –
IWP icon
305
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$438K 0.01%
3,077
– –
PRI icon
306
Primerica
PRI
$9.65B
$436K 0.01%
1,571
– –
VST icon
307
Vistra
VST
$49B
$436K 0.01%
2,224
-4
-0.2% -$793
AJG icon
308
Arthur J. Gallagher & Co
AJG
$65.4B
$433K 0.01%
1,398
-29
-2% -$8.74K
VRT icon
309
Vertiv
VRT
$113B
$429K 0.01%
2,842
+266
+10% +$35.5K
RBC icon
310
RBC Bearings
RBC
$17.6B
$423K 0.01%
1,085
-22
-2% -$8.56K
CVNA icon
311
Carvana
CVNA
$78B
$422K 0.01%
5,595
-10
-0.2% -$715
CAKE icon
312
Cheesecake Factory
CAKE
$5.8B
$419K 0.01%
7,677
– –
NVO
313
Novo Nordisk
NVO
$203B
$405K 0.01%
7,304
+4
+0.1% +$234
JBTM
314
JBT Marel
JBTM
$6.18B
$403K 0.01%
2,871
– –
SHEL icon
315
Shell
SHEL
$249B
$402K 0.01%
5,621
+8
+0.1% +$576
MDY icon
316
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$393K 0.01%
660
– –
DFUV icon
317
Dimensional US Marketwide Value ETF
DFUV
$15.9B
$393K 0.01%
8,794
– –
MPWR icon
318
Monolithic Power Systems
MPWR
$70.4B
$392K 0.01%
426
– –
IJJ icon
319
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$385K ﹤0.01%
2,969
– –
MLM icon
320
Martin Marietta Materials
MLM
$32.6B
$378K ﹤0.01%
599
-2
-0.3% -$1.19K
OKE icon
321
Oneok
OKE
$57.8B
$367K ﹤0.01%
5,027
+110
+2% +$8.42K
NXPI icon
322
NXP Semiconductors
NXPI
$59.1B
$367K ﹤0.01%
1,610
-360
-18% -$81K
CAG icon
323
Conagra Brands
CAG
$7.17B
$363K ﹤0.01%
19,824
– –
ALNY icon
324
Alnylam Pharmaceuticals
ALNY
$29.7B
$362K ﹤0.01%
+794
New +$323K
VOOV icon
325
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$361K ﹤0.01%
1,811
– –
11 12
13
14 15

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 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.