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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
FERG icon
401
Ferguson
FERG
$47.9B
$205K ﹤0.01%
+913
New +$207K
CRS icon
402
Carpenter Technology
CRS
$26.8B
$205K ﹤0.01%
+834
New +$213K
FIZZ icon
403
National Beverage
FIZZ
$2.85B
$202K ﹤0.01%
5,472
– –
HUBS icon
404
HubSpot
HUBS
$10.5B
$201K ﹤0.01%
430
-1
-0.2% -$503
RKT icon
405
Rocket Companies
RKT
$39.2B
$197K ﹤0.01%
10,176
– –
PR
406
Permian Resources
PR
$18B
$152K ﹤0.01%
11,900
-2,945
-20% -$40.4K
ARW icon
407
Arrow Electronics
ARW
$10.7B
– –
-7,050
Closed -$898K
BKR icon
408
Baker Hughes
BKR
$64.3B
– –
-5,906
Closed -$226K
BROS icon
409
Dutch Bros
BROS
$8.87B
– –
-3,335
Closed -$228K
CNM icon
410
Core & Main
CNM
$8.59B
– –
-3,509
Closed -$212K
COIN icon
411
Coinbase
COIN
$39B
– –
-776
Closed -$272K
DXCM icon
412
DexCom
DXCM
$33.6B
– –
-2,934
Closed -$256K
GMS
413
DELISTED
GMS Inc
GMS
– –
-26,255
Closed -$2.86M
HBI
414
DELISTED
Hanesbrands
HBI
– –
-70,520
Closed -$323K
IT icon
415
Gartner
IT
$11.4B
– –
-517
Closed -$209K
LNTH icon
416
Lantheus
LNTH
$6.57B
– –
-29,444
Closed -$2.41M
NTNX icon
417
Nutanix
NTNX
$17.2B
– –
-2,889
Closed -$221K
PINS icon
418
Pinterest
PINS
$13B
– –
-5,785
Closed -$207K
PYPL icon
419
PayPal
PYPL
$49.9B
– –
-2,882
Closed -$214K
RYAN icon
420
Ryan Specialty Holdings
RYAN
$10.6B
– –
-3,305
Closed -$225K
TRU icon
421
TransUnion
TRU
$15.1B
– –
-2,912
Closed -$256K
UPS icon
422
United Parcel Service
UPS
$87.9B
– –
-2,270
Closed -$229K
WING icon
423
Wingstop
WING
$3.04B
– –
-784
Closed -$264K
ZM icon
424
Zoom
ZM
$30.4B
– –
-2,970
Closed -$232K
EIPI
425
FT Energy Income Partners Enhanced Income ETF
EIPI
$1.1B
– –
-121,300
Closed -$2.39M
13 14 15 16
17

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CCM
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GGHC
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FIA
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VIM
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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.