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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
DASH icon
351
DoorDash
DASH
$91.8B
$298K ﹤0.01%
1,094
-4
-0.4% -$1K
AMD icon
352
Advanced Micro Devices
AMD
$793B
$291K ﹤0.01%
1,796
– –
WCN
353
Waste Connections
WCN
$41.9B
$289K ﹤0.01%
1,643
-359
-18% -$65.3K
EVTC icon
354
Evertec
EVTC
$1.81B
$288K ﹤0.01%
8,538
– –
CHWY icon
355
Chewy
CHWY
$9.15B
$278K ﹤0.01%
6,875
+1
+0% +$39
ADM icon
356
Archer Daniels Midland
ADM
$38.6B
$277K ﹤0.01%
+4,633
New +$271K
SYBT icon
357
Stock Yards Bancorp
SYBT
$2.63B
$273K ﹤0.01%
3,897
– –
DKNG icon
358
DraftKings
DKNG
$12.8B
$273K ﹤0.01%
7,288
-16
-0.2% -$709
EHC icon
359
Encompass Health
EHC
$12.3B
$270K ﹤0.01%
+2,123
New +$253K
CSW
360
CSW Industrials
CSW
$5.73B
$269K ﹤0.01%
1,110
+307
+38% +$82.4K
TYL icon
361
Tyler Technologies
TYL
$13B
$266K ﹤0.01%
509
-1
-0.2% -$561
TRN icon
362
Trinity Industries
TRN
$2.32B
$265K ﹤0.01%
9,465
– –
MSI icon
363
Motorola Solutions
MSI
$77.6B
$264K ﹤0.01%
578
+92
+19% +$41.5K
BMO icon
364
Bank of Montreal
BMO
$129B
$261K ﹤0.01%
2,000
– –
GS icon
365
Goldman Sachs
GS
$301B
$256K ﹤0.01%
+321
New +$238K
PTC icon
366
PTC
PTC
$16.1B
$254K ﹤0.01%
1,253
-131
-9% -$26.7K
PNC icon
367
PNC Financial Services
PNC
$102B
$253K ﹤0.01%
1,260
– –
CSGP icon
368
CoStar Group
CSGP
$12.3B
$253K ﹤0.01%
3,000
– –
IDXX icon
369
Idexx Laboratories
IDXX
$45.2B
$253K ﹤0.01%
+396
New +$240K
PODD icon
370
Insulet
PODD
$10B
$248K ﹤0.01%
802
+138
+21% +$43.2K
SUN icon
371
Sunoco
SUN
$14.1B
$246K ﹤0.01%
4,927
– –
ALL icon
372
Allstate
ALL
$65.1B
$243K ﹤0.01%
1,132
-218
-16% -$44K
UNF icon
373
Unifirst Corp
UNF
$5.26B
$242K ﹤0.01%
1,450
– –
LEG icon
374
Leggett & Platt
LEG
$1.3B
$241K ﹤0.01%
27,129
– –
VEEV icon
375
Veeva Systems
VEEV
$38.8B
$240K ﹤0.01%
+807
New +$227K
13 14
15
16 17

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GGHC
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FMI
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AAF
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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.