We are live on ! Find out more
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
LMT icon
126
Lockheed Martin
LMT
$138B
$3.52M 0.05%
7,044
-30,322
-81% -$13.8M
STT icon
127
State Street
STT
$51.4B
$3.38M 0.04%
29,099
-3,697
-11% -$413K
IVE icon
128
iShares S&P 500 Value ETF
IVE
$50B
$3.33M 0.04%
16,135
-130
-0.8% -$26.1K
GNRC icon
129
Generac Holdings
GNRC
$12.7B
$3.31M 0.04%
19,750
+590
+3% +$103K
TMHC
130
DELISTED
Taylor Morrison
TMHC
$3.27M 0.04%
49,480
+13,239
+37% +$871K
DIS icon
131
Walt Disney
DIS
$179B
$3.26M 0.04%
28,505
-10
-0% -$1.18K
BA icon
132
Boeing
BA
$184B
$3.21M 0.04%
14,884
+110
+0.7% +$24.8K
LECO icon
133
Lincoln Electric
LECO
$15.5B
$3.19M 0.04%
13,527
+760
+6% +$178K
ACLS icon
134
Axcelis
ACLS
$4.18B
$3.1M 0.04%
31,699
+1,924
+6% +$155K
CELH icon
135
Celsius Holdings
CELH
$7.11B
$3.02M 0.04%
52,525
+2,751
+6% +$144K
BMI icon
136
Badger Meter
BMI
$3.93B
$3M 0.04%
16,820
+4,544
+37% +$894K
FISV
137
Fiserv Inc
FISV
$28B
$2.98M 0.04%
23,146
+6,916
+43% +$991K
AAON icon
138
Aaon
AAON
$7.07B
$2.93M 0.04%
31,327
+1,882
+6% +$154K
GE icon
139
GE Aerospace
GE
$382B
$2.89M 0.04%
9,604
+64
+0.7% +$17.5K
IBM icon
140
IBM
IBM
$225B
$2.88M 0.04%
10,201
-298
-3% -$78K
CAT icon
141
Caterpillar
CAT
$388B
$2.88M 0.04%
6,030
+452
+8% +$193K
VZ icon
142
Verizon
VZ
$196B
$2.86M 0.04%
65,167
+1,108
+2% +$48K
BDX icon
143
Becton Dickinson
BDX
$49.4B
$2.78M 0.04%
14,878
+364
+3% +$67.6K
BAC icon
144
Bank of America
BAC
$448B
$2.71M 0.03%
52,610
+186
+0.4% +$9.07K
VUG icon
145
Vanguard Morningstar Growth ETF
VUG
$228B
$2.7M 0.03%
33,744
-1,476
-4% -$113K
BIZD icon
146
VanEck BDC Income ETF
BIZD
$1.69B
$2.68M 0.03%
179,365
+73,598
+70% +$1.18M
REM icon
147
iShares Mortgage Real Estate ETF
REM
$545M
$2.67M 0.03%
121,577
+55,533
+84% +$1.24M
DPZ icon
148
Domino's
DPZ
$11.8B
$2.66M 0.03%
6,164
+362
+6% +$164K
PAA icon
149
Plains All American Pipeline
PAA
$16.3B
$2.66M 0.03%
155,913
+18,976
+14% +$340K
KNSL icon
150
Kinsale Capital Group
KNSL
$8.53B
$2.62M 0.03%
6,163
+362
+6% +$164K
4 5
6
7 8

Similar funds

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.82% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
VIM
Vinva Investment Management Sydney, Australia $8.07B AUM 29.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
AAF
Andra AP-fonden Goteborg, Sweden $8.39B AUM 21.19% 1-Year Est. Return

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.