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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
GOOG icon
26
Alphabet (Google) Class C
GOOG
$4.29T
$91.4M 1.17%
375,367
+660
+0.2% +$139K
LAD icon
27
Lithia Motors
LAD
$8.37B
$83.2M 1.06%
263,157
+7,558
+3% +$2.44M
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$127B
$81.7M 1.04%
697,724
-126,228
-15% -$14.1M
ISRG icon
29
Intuitive Surgical
ISRG
$141B
$76.5M 0.98%
170,946
-2,442
-1% -$1.17M
USB icon
30
US Bancorp
USB
$99.9B
$72.1M 0.92%
1,492,752
-2,197
-0.1% -$104K
NOW icon
31
ServiceNow
NOW
$133B
$69.7M 0.89%
378,780
+48,830
+15% +$9.12M
TMO icon
32
Thermo Fisher Scientific
TMO
$222B
$69M 0.88%
142,220
-1,394
-1% -$649K
URI icon
33
United Rentals
URI
$71.6B
$65.1M 0.83%
68,229
+516
+0.8% +$460K
ICE icon
34
Intercontinental Exchange
ICE
$84.9B
$63.8M 0.82%
378,748
-3,378
-0.9% -$604K
CDNS icon
35
Cadence Design Systems
CDNS
$89.4B
$60.6M 0.77%
172,404
-1,668
-1% -$574K
IWD icon
36
iShares Russell 1000 Value ETF
IWD
$84.1B
$55.6M 0.71%
273,076
-103,996
-28% -$20.7M
CTAS icon
37
Cintas
CTAS
$82.2B
$55.6M 0.71%
270,814
+183
+0.1% +$39.1K
KLAC icon
38
KLA
KLAC
$261B
$55.3M 0.71%
512,450
+380
+0.1% +$35.5K
WFC icon
39
Wells Fargo
WFC
$265B
$54.6M 0.7%
650,855
-1,062
-0.2% -$86.1K
BWXT icon
40
BWX Technologies
BWXT
$15.6B
$52.7M 0.67%
286,021
-2,380
-0.8% -$383K
RSP icon
41
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$52.5M 0.67%
276,768
+269,959
+3,965% +$50.3M
ADBE icon
42
Adobe
ADBE
$107B
$49.6M 0.63%
140,689
-2,534
-2% -$909K
CSL icon
43
Carlisle Companies
CSL
$15.4B
$48.7M 0.62%
148,107
+102,014
+221% +$38.9M
SYK icon
44
Stryker
SYK
$133B
$46.1M 0.59%
124,706
+28,968
+30% +$11.2M
VEU icon
45
Vanguard FTSE All-World ex-US ETF
VEU
$70.2B
$45.4M 0.58%
636,169
-148,502
-19% -$10.2M
HD icon
46
Home Depot
HD
$355B
$45.2M 0.58%
111,587
+7,863
+8% +$3.09M
ABBV icon
47
AbbVie
ABBV
$439B
$44.5M 0.57%
192,089
+2,117
+1% +$431K
ULTA icon
48
Ulta Beauty
ULTA
$23.5B
$44.2M 0.57%
80,902
-1,390
-2% -$712K
COST icon
49
Costco
COST
$418B
$43.8M 0.56%
47,301
+156
+0.3% +$150K
EOG icon
50
EOG Resources
EOG
$74.5B
$41.3M 0.53%
368,106
+1,312
+0.4% +$156K
1
2
3 4 5

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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.