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
WDFC icon
376
WD-40
WDFC
$3.12B
$240K ﹤0.01%
1,216
– –
SITE icon
377
SiteOne Landscape Supply
SITE
$4.25B
$240K ﹤0.01%
1,861
– –
SBUX icon
378
Starbucks
SBUX
$123B
$238K ﹤0.01%
2,810
-360
-11% -$32.2K
ACA icon
379
Arcosa
ACA
$7.13B
$237K ﹤0.01%
2,530
– –
FCX icon
380
Freeport-McMoran
FCX
$96.8B
$237K ﹤0.01%
6,036
– –
RLI icon
381
RLI Corp
RLI
$5.78B
$236K ﹤0.01%
3,622
– –
GTY
382
Getty Realty Corp
GTY
$2.03B
$234K ﹤0.01%
8,705
– –
DFAC icon
383
Dimensional US Core Equity 2 ETF
DFAC
$49.6B
$231K ﹤0.01%
6,000
– –
ITT icon
384
ITT
ITT
$19.4B
$229K ﹤0.01%
1,282
-5
-0.4% -$839
NTRA icon
385
Natera
NTRA
$45.6B
$228K ﹤0.01%
1,416
-274
-16% -$43.3K
CPAY icon
386
Corpay
CPAY
$26.6B
$227K ﹤0.01%
788
-172
-18% -$54.8K
CHH icon
387
Choice Hotels
CHH
$4.72B
$224K ﹤0.01%
2,091
– –
USMV icon
388
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$223K ﹤0.01%
+2,345
New +$220K
INSM icon
389
Insmed
INSM
$29.3B
$221K ﹤0.01%
+1,537
New +$188K
BP icon
390
BP
BP
$111B
$220K ﹤0.01%
6,388
-1,000
-14% -$33.5K
TRMB icon
391
Trimble
TRMB
$13.2B
$217K ﹤0.01%
2,663
-4
-0.1% -$326
CRWD icon
392
CrowdStrike
CRWD
$226B
$212K ﹤0.01%
1,732
– –
ZS icon
393
Zscaler
ZS
$28.6B
$212K ﹤0.01%
+707
New +$202K
LSTR icon
394
Landstar System
LSTR
$6.25B
$212K ﹤0.01%
1,727
– –
ENTG icon
395
Entegris
ENTG
$24.4B
$211K ﹤0.01%
+2,284
New +$194K
XEL icon
396
Xcel Energy
XEL
$48.8B
$208K ﹤0.01%
+2,577
New +$186K
MCK icon
397
McKesson
MCK
$104B
$207K ﹤0.01%
+268
New +$189K
CP icon
398
Canadian Pacific Kansas City
CP
$81.3B
$206K ﹤0.01%
2,772
-288
-9% -$22K
D icon
399
Dominion Energy
D
$59.7B
$206K ﹤0.01%
+3,366
New +$200K
SCHB icon
400
Schwab US Broad Market ETF
SCHB
$44.9B
$206K ﹤0.01%
+8,008
New +$198K
13 14 15
16
17

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.