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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
+9.44%
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
$7.4B
AUM Growth
+$471M
Cap. Flow
-$1.36M
Cap. Flow %
-0.02%
Top 10 Hldgs %
37.48%
Holding
416
New
24
Increased
178
Reduced
137
Closed
7

Top Buys

Rank Stock Value
1
SYK icon
Stryker
SYK
+$14.4M
2
CDNS icon
Cadence Design Systems
CDNS
+$12.4M
3
AMZN icon
Amazon
AMZN
+$11M
4
FND icon
Floor & Decor
FND
+$10.5M
5
UNH icon
UnitedHealth
UNH
+$7.71M

Top Sells

Rank Stock Value
1
ATR icon
AptarGroup
ATR
+$26.7M
2
AAPL icon
Apple
AAPL
+$24M
3
CPRT icon
Copart
CPRT
+$5.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$5.36M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$5.33M

Sector Composition

Rank Sector Weight
1 Technology 22.27%
2 Financials 21.43%
3 Consumer Discretionary 11.07%
4 Industrials 8.65%
5 Healthcare 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GHLD
76
DELISTED
Guild Holdings
GHLD
$13.9M 0.19%
704,741
– –
PLD icon
77
Prologis
PLD
$133B
$13.6M 0.18%
129,638
-4,969
-4% -$521K
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.7B
$13.6M 0.18%
147,810
+1,086
+0.7% +$93.8K
AFG icon
79
American Financial Group
AFG
$12B
$13.1M 0.18%
104,136
+3,541
+4% +$443K
AMT icon
80
American Tower
AMT
$79.2B
$12.8M 0.17%
57,696
-23,563
-29% -$5.09M
BAH icon
81
Booz Allen Hamilton
BAH
$9.39B
$12.6M 0.17%
121,456
-1,801
-1% -$202K
ING icon
82
ING
ING
$101B
$12.4M 0.17%
567,485
– –
PH icon
83
Parker-Hannifin
PH
$135B
$12.3M 0.17%
17,640
-252
-1% -$159K
GGG icon
84
Graco
GGG
$13.6B
$12M 0.16%
139,235
+411
+0.3% +$34.1K
JNJ icon
85
Johnson & Johnson
JNJ
$625B
$11.9M 0.16%
77,996
+3,298
+4% +$507K
TGT icon
86
Target
TGT
$68.8B
$11.8M 0.16%
119,160
-1,892
-2% -$182K
PM icon
87
Philip Morris
PM
$291B
$11.2M 0.15%
61,488
-3,394
-5% -$583K
HSY icon
88
Hershey
HSY
$36.6B
$10.8M 0.15%
64,883
-2,374
-4% -$391K
ETN icon
89
Eaton
ETN
$178B
$10.1M 0.14%
28,161
-75
-0.3% -$23.1K
VB icon
90
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$9.73M 0.13%
41,071
+7,705
+23% +$1.72M
QDF icon
91
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$9.08M 0.12%
124,121
-93
-0.1% -$6.36K
LLY icon
92
Eli Lilly
LLY
$1.09T
$8.61M 0.12%
11,047
+123
+1% +$95.6K
WMT icon
93
Walmart Inc
WMT
$896B
$8.48M 0.11%
86,770
-298
-0.3% -$28.4K
XOM icon
94
ExxonMobil
XOM
$655B
$8.15M 0.11%
75,584
-894
-1% -$95.6K
IWB icon
95
iShares Russell 1000 ETF
IWB
$50B
$7.32M 0.1%
21,557
+356
+2% +$112K
PG icon
96
Procter & Gamble
PG
$336B
$6.67M 0.09%
41,859
-796
-2% -$130K
EPD icon
97
Enterprise Products Partners
EPD
$82B
$6.32M 0.09%
203,738
+11,375
+6% +$354K
TXN icon
98
Texas Instruments
TXN
$257B
$6.28M 0.08%
30,267
-2,751
-8% -$488K
ATR icon
99
AptarGroup
ATR
$8.52B
$5.72M 0.08%
36,566
-176,907
-83% -$26.7M
EEM icon
100
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$5.65M 0.08%
117,111
+1,061
+0.9% +$47.7K
2 3
4
5 6

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CCM
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Bridges Investment Management's Q2 2025 Portfolio in Review

As of Q2 2025, Bridges Investment Management held 416 positions worth $7.4B, up 6.8% from $6.93B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Bridges Investment Management's Q2 2025 filing shows 24 new, 178 increased, 137 reduced and 7 closed positions. Its largest new stake was XPO: 7,891 shares worth $997K. The largest sale was AptarGroup, an estimated $26.7M.

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

  • Bridges Investment Management's largest Q2 2025 buy was XPO: 7,891 shares worth $997K.
  • Bridges Investment Management added most to Stryker in Q2 2025, an estimated $14.4M increase.
  • Bridges Investment Management's biggest Q2 2025 reduction was AptarGroup, cutting an estimated $26.7M.
  • Bridges Investment Management fully exited Cognex in Q2 2025, selling an estimated $1.34M.
  • Bridges Investment Management's ten largest holdings make up 37% of its $7.4B portfolio in Q2 2025.
  • Bridges Investment Management opened 24 new positions and closed 7 in Q2 2025.
  • Bridges Investment Management's portfolio value rose 6.8% quarter-over-quarter to $7.4B.

Based on Bridges Investment Management's 13F filing for Q2 2025, filed 28 Jul 2025.