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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
MPLX icon
101
MPLX
MPLX
$60.1B
$5.16M 0.07%
103,351
+35,869
+53% +$1.82M
CSCO icon
102
Cisco
CSCO
$475B
$5.06M 0.06%
74,012
+1,825
+3% +$124K
TSLA icon
103
Tesla
TSLA
$1.31T
$4.95M 0.06%
11,140
-1,344
-11% -$466K
MRK icon
104
Merck
MRK
$322B
$4.95M 0.06%
59,002
+2,734
+5% +$225K
RTX icon
105
RTX Corp
RTX
$302B
$4.94M 0.06%
29,531
+371
+1% +$57.6K
TXN icon
106
Texas Instruments
TXN
$257B
$4.89M 0.06%
26,606
-3,661
-12% -$716K
ET icon
107
Energy Transfer Partners
ET
$71.6B
$4.86M 0.06%
282,996
+18,574
+7% +$326K
FIX icon
108
Comfort Systems
FIX
$59.4B
$4.84M 0.06%
5,863
-2,364
-29% -$1.6M
HON icon
109
Honeywell
HON
$72.9B
$4.72M 0.06%
23,815
-7
-0% -$1.46K
EVR icon
110
Evercore
EVR
$11.7B
$4.56M 0.06%
13,505
+807
+6% +$253K
QUAL icon
111
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$4.52M 0.06%
23,264
-165
-0.7% -$31K
IWS icon
112
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$4.29M 0.05%
30,739
+691
+2% +$94.5K
ADSK icon
113
Autodesk
ADSK
$53.1B
$4.26M 0.05%
13,418
– –
AMP icon
114
Ameriprise Financial
AMP
$49.7B
$4.16M 0.05%
8,476
-100
-1% -$51.3K
MO icon
115
Altria Group
MO
$109B
$3.97M 0.05%
60,108
-3,144
-5% -$199K
WMS icon
116
Advanced Drainage Systems
WMS
$10.8B
$3.9M 0.05%
28,122
+6,960
+33% +$914K
APG icon
117
APi Group
APG
$18.5B
$3.87M 0.05%
112,721
+6,806
+6% +$238K
WM icon
118
Waste Management
WM
$90.7B
$3.81M 0.05%
17,261
+11
+0.1% +$2.48K
DE icon
119
Deere & Co
DE
$167B
$3.7M 0.05%
8,091
-25
-0.3% -$12.3K
TGT icon
120
Target
TGT
$69.2B
$3.65M 0.05%
40,715
-78,445
-66% -$7.72M
IWN icon
121
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.65M 0.05%
20,632
– –
IEFA icon
122
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.56M 0.05%
40,788
+580
+1% +$49.3K
MUSA icon
123
Murphy USA
MUSA
$10B
$3.56M 0.05%
9,159
+4,513
+97% +$1.79M
KO icon
124
Coca-Cola
KO
$372B
$3.54M 0.05%
53,380
+129
+0.2% +$8.88K
ATR icon
125
AptarGroup
ATR
$8.57B
$3.53M 0.05%
26,388
-10,178
-28% -$1.47M
3 4
5
6 7

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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.