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
CMI icon
326
Cummins
CMI
$87B
$357K ﹤0.01%
845
+26
+3% +$9.97K
DDOG icon
327
Datadog
DDOG
$90.6B
$354K ﹤0.01%
2,485
-3
-0.1% -$413
VOE icon
328
Vanguard Morningstar Mid-Cap Value ETF
VOE
$24.5B
$345K ﹤0.01%
1,975
– –
TRI icon
329
Thomson Reuters
TRI
$46B
$343K ﹤0.01%
2,173
– –
WAB icon
330
Wabtec
WAB
$50.3B
$339K ﹤0.01%
1,692
-631
-27% -$125K
WYNN icon
331
Wynn Resorts
WYNN
$10.5B
$331K ﹤0.01%
2,581
+317
+14% +$36.6K
VTWO icon
332
Vanguard Russell 2000 ETF
VTWO
$17.5B
$327K ﹤0.01%
+3,340
New +$310K
PBH icon
333
Prestige Consumer Healthcare
PBH
$2.43B
$327K ﹤0.01%
5,235
+1,379
+36% +$96K
LNT icon
334
Alliant Energy
LNT
$18.2B
$325K ﹤0.01%
4,825
-25
-0.5% -$1.61K
NUE icon
335
Nucor
NUE
$61.8B
$325K ﹤0.01%
2,399
– –
TTD icon
336
Trade Desk
TTD
$6.84B
$325K ﹤0.01%
6,627
+94
+1% +$5.96K
HLMN icon
337
Hillman Solutions
HLMN
$1.71B
$324K ﹤0.01%
35,264
– –
ROST icon
338
Ross Stores
ROST
$78.6B
$323K ﹤0.01%
2,120
-11
-0.5% -$1.57K
LW icon
339
Lamb Weston
LW
$7.39B
$323K ﹤0.01%
5,560
– –
ORLY icon
340
O'Reilly Automotive
ORLY
$74.9B
$323K ﹤0.01%
2,995
+85
+3% +$8.54K
PRU icon
341
Prudential Financial
PRU
$43B
$322K ﹤0.01%
3,108
– –
CTVA icon
342
Corteva
CTVA
$50.6B
$320K ﹤0.01%
4,738
-11
-0.2% -$797
BOH icon
343
Bank of Hawaii
BOH
$3.15B
$318K ﹤0.01%
4,846
– –
CATH icon
344
Global X S&P 500 Catholic Values ETF
CATH
$1.36B
$316K ﹤0.01%
3,897
-319
-8% -$24.9K
MRVL icon
345
Marvell Technology
MRVL
$199B
$313K ﹤0.01%
3,719
+462
+14% +$34K
FUL icon
346
H.B. Fuller
FUL
$3.24B
$308K ﹤0.01%
5,204
– –
VONV icon
347
Vanguard Russell 1000 Value ETF
VONV
$22B
$308K ﹤0.01%
3,444
-16
-0.5% -$1.4K
MMM icon
348
3M
MMM
$94.2B
$305K ﹤0.01%
1,967
-255
-11% -$39.3K
THO icon
349
Thor Industries
THO
$4.11B
$305K ﹤0.01%
2,944
– –
AFL icon
350
Aflac
AFL
$60.7B
$301K ﹤0.01%
2,697
+272
+11% +$28.6K
12 13
14
15 16

Similar funds

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
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return
EGM
Engineers Gate Manager New York $8B AUM 17.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 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.