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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
ROL icon
76
Rollins
ROL
$17.8B
$15.4M 0.2%
262,107
+5,444
+2% +$310K
MRSH
77
Marsh
MRSH
$91.3B
$15.4M 0.2%
76,196
+3,177
+4% +$653K
PLD icon
78
Prologis
PLD
$133B
$15.1M 0.19%
131,989
+2,351
+2% +$258K
JNJ icon
79
Johnson & Johnson
JNJ
$626B
$14.3M 0.18%
76,933
-1,063
-1% -$182K
IWR icon
80
iShares Russell Mid-Cap ETF
IWR
$57.7B
$14.2M 0.18%
147,155
-655
-0.4% -$62.1K
GHLD
81
DELISTED
Guild Holdings
GHLD
$14.1M 0.18%
704,741
– –
PH icon
82
Parker-Hannifin
PH
$134B
$13.6M 0.17%
17,900
+260
+1% +$192K
ING icon
83
ING
ING
$101B
$13.1M 0.17%
503,627
-63,858
-11% -$1.54M
HSY icon
84
Hershey
HSY
$36.6B
$12.3M 0.16%
65,598
+715
+1% +$130K
GGG icon
85
Graco
GGG
$13.5B
$12.2M 0.16%
143,232
+3,997
+3% +$342K
ETN icon
86
Eaton
ETN
$178B
$10.6M 0.14%
28,269
+108
+0.4% +$39.3K
AMT icon
87
American Tower
AMT
$79B
$10.4M 0.13%
54,029
-3,667
-6% -$764K
VB icon
88
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$10.1M 0.13%
39,832
-1,239
-3% -$307K
QDF icon
89
FlexShares Quality Dividend Index Fund
QDF
$2.27B
$9.77M 0.12%
123,089
-1,032
-0.8% -$78.9K
WMT icon
90
Walmart Inc
WMT
$901B
$9.28M 0.12%
90,035
+3,265
+4% +$325K
LLY icon
91
Eli Lilly
LLY
$1.08T
$8.78M 0.11%
11,513
+466
+4% +$347K
PM icon
92
Philip Morris
PM
$290B
$8.7M 0.11%
53,629
-7,859
-13% -$1.32M
XOM icon
93
ExxonMobil
XOM
$657B
$8.62M 0.11%
76,446
+862
+1% +$95.8K
SPY icon
94
State Street SPDR S&P 500 ETF Trust
SPY
$807B
$7.06M 0.09%
10,595
+6,152
+138% +$3.94M
EPD icon
95
Enterprise Products Partners
EPD
$81.8B
$6.71M 0.09%
214,461
+10,723
+5% +$338K
PG icon
96
Procter & Gamble
PG
$338B
$6.42M 0.08%
41,795
-64
-0.2% -$10K
EEM icon
97
iShares MSCI Emerging Markets ETF
EEM
$29.9B
$6.23M 0.08%
116,580
-531
-0.5% -$26.7K
ORCL icon
98
Oracle
ORCL
$419B
$6.21M 0.08%
22,089
– –
IWM icon
99
iShares Russell 2000 ETF
IWM
$81.8B
$6.05M 0.08%
25,016
-63
-0.3% -$14.5K
IVW icon
100
iShares S&P 500 Growth ETF
IVW
$76.9B
$5.63M 0.07%
46,646
-229
-0.5% -$26.3K
2 3
4
5 6

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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.