We are live on ! Find out more
BIM

Bridges Investment Management Portfolio holdings

AUM $7.38B
1-Year Est. Return 15.39%
This Fund
S&P 500
This Quarter Est. Return
-4.18%
1 Year Est. Return
+15.39%
3 Year Est. Return
+69.94%
5 Year Est. Return
+87.28%
10 Year Est. Return
+316.68%
AUM
$7.38B
AUM Growth
-$503M
Cap. Flow
-$71.9M
Cap. Flow %
-0.97%
Top 10 Hldgs %
38.98%
Holding
425
New
22
Increased
128
Reduced
175
Closed
29

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.5M
2
TT icon
Trane Technologies
TT
+$16.2M
3
AZO icon
AutoZone
AZO
+$15.2M
4
NOW icon
ServiceNow
NOW
+$13.7M
5
CPRT icon
Copart
CPRT
+$13.2M

Top Sells

Rank Stock Value
1
BWXT icon
BWX Technologies
BWXT
+$38M
2
AAPL icon
Apple
AAPL
+$34.4M
3
UNP icon
Union Pacific
UNP
+$25.2M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$17.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 19.57%
2 Financials 18.6%
3 Consumer Discretionary 11.17%
4 Industrials 9.03%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MPLX icon
101
MPLX
MPLX
$57.9B
$6.52M 0.09%
114,164
+10,813
+10% +$613K
IWM icon
102
iShares Russell 2000 ETF
IWM
$82.2B
$6.2M 0.08%
25,016
– –
EEM icon
103
iShares MSCI Emerging Markets ETF
EEM
$28B
$6.12M 0.08%
107,714
+2,995
+3% +$176K
PAA icon
104
Plains All American Pipeline
PAA
$16.8B
$5.72M 0.08%
256,241
+85,405
+50% +$1.74M
PG icon
105
Procter & Gamble
PG
$349B
$5.7M 0.08%
39,483
-1,124
-3% -$170K
APG icon
106
APi Group
APG
$17.4B
$5.57M 0.08%
137,365
+18,808
+16% +$797K
MUSA icon
107
Murphy USA
MUSA
$11.4B
$5.5M 0.07%
11,134
+2,582
+30% +$1.11M
CSCO icon
108
Cisco
CSCO
$441B
$5.3M 0.07%
68,290
-1,492
-2% -$117K
RTX icon
109
RTX Corp
RTX
$261B
$5.12M 0.07%
26,526
-2,591
-9% -$515K
HON icon
110
Honeywell
HON
$71.3B
$5.03M 0.07%
22,250
-200
-0.9% -$45.7K
EVR icon
111
Evercore
EVR
$13.2B
$4.91M 0.07%
16,460
+2,253
+16% +$738K
IVW icon
112
iShares S&P 500 Growth ETF
IVW
$73.1B
$4.89M 0.07%
43,241
– –
WMS icon
113
Advanced Drainage Systems
WMS
$11.3B
$4.7M 0.06%
34,259
+4,678
+16% +$724K
DE icon
114
Deere & Co
DE
$161B
$4.5M 0.06%
7,985
-23
-0.3% -$13K
TSLA icon
115
Tesla
TSLA
$1.43T
$4.39M 0.06%
11,810
+792
+7% +$326K
QUAL icon
116
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$4.22M 0.06%
22,002
-1,262
-5% -$253K
CAT icon
117
Caterpillar
CAT
$405B
$4.22M 0.06%
5,951
+100
+2% +$69.3K
KO icon
118
Coca-Cola
KO
$351B
$4.11M 0.06%
54,065
+531
+1% +$40.1K
IWS icon
119
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
$4.06M 0.06%
27,848
– –
LECO icon
120
Lincoln Electric
LECO
$13.8B
$4.02M 0.05%
16,149
+2,114
+15% +$565K
WM icon
121
Waste Management
WM
$96.1B
$3.94M 0.05%
17,134
-80
-0.5% -$18.4K
IWN icon
122
iShares Russell 2000 Value ETF
IWN
$14.4B
$3.89M 0.05%
20,507
-14,500
-41% -$2.81M
TRGP icon
123
Targa Resources
TRGP
$60.7B
$3.83M 0.05%
15,258
– –
IEFA icon
124
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.71M 0.05%
41,009
-1,792
-4% -$167K
AMP icon
125
Ameriprise Financial
AMP
$47.5B
$3.68M 0.05%
8,270
– –
3 4
5
6 7

Similar funds

GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
LA
LBP AM Paris, France $7.31B AUM 29.14% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
GLF
Groupe la Francaise Paris, France $7.29B AUM 37.28% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Bridges Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, Bridges Investment Management held 425 positions worth $7.38B, down 6.4% from $7.88B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Bridges Investment Management's Q1 2026 filing shows 22 new, 128 increased, 175 reduced and 29 closed positions. Its largest new stake was Equity Bancshares: 61,876 shares worth $2.75M. The largest sale was BWX Technologies, an estimated $38M.

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

  • Bridges Investment Management's largest Q1 2026 buy was Equity Bancshares: 61,876 shares worth $2.75M.
  • Bridges Investment Management added most to Vanguard FTSE Developed Markets ETF in Q1 2026, an estimated $17.5M increase.
  • Bridges Investment Management's biggest Q1 2026 reduction was BWX Technologies, cutting an estimated $38M.
  • Bridges Investment Management fully exited iShares Russell 2500 ETF in Q1 2026, selling an estimated $13.8M.
  • Bridges Investment Management's ten largest holdings make up 39% of its $7.38B portfolio in Q1 2026.
  • Bridges Investment Management opened 22 new positions and closed 29 in Q1 2026.
  • Bridges Investment Management's portfolio value fell 6.4% quarter-over-quarter to $7.38B.

Based on Bridges Investment Management's 13F filing for Q1 2026, filed 4 May 2026.