We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
-4.18%
1 Year Est. Return
+15.39%
3 Year Est. Return
+69.94%
5 Year Est. Return
+87.28%
10 Year Est. Return
+316.68%
AUM
$7.38B
AUM Growth
-$503M
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 18.6%
3 Consumer Discretionary 11.17%
4 Industrials 9.03%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LEG icon
376
Leggett & Platt
LEG
$1.52B
$219K ﹤0.01%
22,129
-5,000
-18% -$57.1K
MMM icon
377
3M
MMM
$89B
$218K ﹤0.01%
1,501
-300
-17% -$47.8K
SCHB icon
378
Schwab US Broad Market ETF
SCHB
$42.8B
$212K ﹤0.01%
8,448
+260
+3% +$6.82K
OKE icon
379
Oneok
OKE
$58.7B
$212K ﹤0.01%
2,342
-1,510
-39% -$124K
NOC icon
380
Northrop Grumman
NOC
$77B
$211K ﹤0.01%
+310
New +$214K
ALH
381
Alliance Laundry Holdings
ALH
$5.09B
$208K ﹤0.01%
+10,053
New +$219K
D icon
382
Dominion Energy
D
$62.5B
$208K ﹤0.01%
+3,366
New +$208K
THO icon
383
Thor Industries
THO
$3.99B
$206K ﹤0.01%
2,582
-362
-12% -$36.9K
VOOV icon
384
Vanguard S&P 500 Value ETF
VOOV
$6.58B
$206K ﹤0.01%
1,011
– –
GLDM icon
385
SPDR Gold MiniShares Trust
GLDM
$27.5B
$205K ﹤0.01%
+2,207
New +$213K
BRC icon
386
Brady Corp
BRC
$4.45B
$200K ﹤0.01%
+2,463
New +$214K
RKT icon
387
Rocket Companies
RKT
$36.9B
$145K ﹤0.01%
10,176
-869
-8% -$15.8K
ALNY icon
388
Alnylam Pharmaceuticals
ALNY
$36.3B
– –
-1,216
Closed -$484K
ARES icon
389
Ares Management
ARES
$28.5B
– –
-4,409
Closed -$713K
ATO icon
390
Atmos Energy
ATO
$29.9B
– –
-5,940
Closed -$996K
BROS icon
391
Dutch Bros
BROS
$8.78B
– –
-4,576
Closed -$280K
CAG icon
392
Conagra Brands
CAG
$7.07B
– –
-13,837
Closed -$240K
CHWY icon
393
Chewy
CHWY
$8.54B
– –
-9,564
Closed -$316K
CVNA icon
394
Carvana
CVNA
$43.3B
– –
-7,740
Closed -$653K
DASH icon
395
DoorDash
DASH
$75.3B
– –
-887
Closed -$201K
INSM icon
396
Insmed
INSM
$23.2B
– –
-2,081
Closed -$362K
JKHY icon
397
Jack Henry & Associates
JKHY
$10.7B
– –
-8,030
Closed -$1.47M
LW icon
398
Lamb Weston
LW
$6.82B
– –
-5,570
Closed -$233K
MDB icon
399
MongoDB
MDB
$24B
– –
-643
Closed -$270K
NFLX icon
400
Netflix
NFLX
$292B
– –
-2,180
Closed -$204K
13 14 15
16
17

Similar funds

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Bridges Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridges Investment Management held 425 positions worth $7.38B, down 6.4% from $7.88B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q1 2026 filing shows 22 new, 128 increased, 175 reduced and 29 closed positions. Its largest new stake was Equity Bancshares: 61,876 shares worth $2.75M. The largest sale was BWX Technologies, an estimated $38M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 22% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Bridges Investment Management's largest Q1 2026 buy was Equity Bancshares: 61,876 shares worth $2.75M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $17.5M increase.
  • Bridges Investment Management's biggest Q1 2026 reduction was BWX Technologies, cutting an estimated $38M.
  • Bridges Investment Management fully exited iShares Russell 2500 ETF in Q1 2026, selling an estimated $13.8M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.38B portfolio in Q1 2026.
  • Bridges Investment Management opened 22 new positions and closed 29 in Q1 2026.
  • Bridges Investment Management's portfolio value fell 6.4% quarter-over-quarter to $7.38B.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.