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
+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
RNR icon
201
RenaissanceRe
RNR
$13.2B
$1.46M 0.02%
6,020
– –
LH icon
202
Labcorp
LH
$26.1B
$1.45M 0.02%
5,524
-22
-0.4% -$5.36K
AIT icon
203
Applied Industrial Technologies
AIT
$13B
$1.45M 0.02%
6,220
+820
+15% +$187K
TLTD icon
204
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$686M
$1.43M 0.02%
17,106
-857
-5% -$67.3K
MDLZ icon
205
Mondelez International
MDLZ
$78.9B
$1.42M 0.02%
21,088
+12
+0.1% +$801
VTI icon
206
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$1.42M 0.02%
4,678
-284
-6% -$79.9K
IQV icon
207
IQVIA
IQV
$40.1B
$1.42M 0.02%
8,987
– –
GEV icon
208
GE Vernova
GEV
$269B
$1.42M 0.02%
2,675
-222
-8% -$92.4K
REM icon
209
iShares Mortgage Real Estate ETF
REM
$545M
$1.41M 0.02%
66,044
+18,526
+39% +$389K
EMR icon
210
Emerson Electric
EMR
$91.7B
$1.4M 0.02%
10,488
+613
+6% +$70.3K
CCI icon
211
Crown Castle
CCI
$31.3B
$1.39M 0.02%
13,550
-1,640
-11% -$166K
FNF icon
212
Fidelity National Financial
FNF
$12.8B
$1.39M 0.02%
24,750
– –
JKHY icon
213
Jack Henry & Associates
JKHY
$10.9B
$1.37M 0.02%
7,614
+894
+13% +$159K
CB icon
214
Chubb
CB
$134B
$1.31M 0.02%
4,521
+7
+0.2% +$2.01K
JLL icon
215
Jones Lang LaSalle
JLL
$16.7B
$1.31M 0.02%
5,103
+656
+15% +$150K
SAIA icon
216
Saia
SAIA
$9.52B
$1.29M 0.02%
4,725
+644
+16% +$184K
DFIN icon
217
Donnelley Financial Solutions
DFIN
$1.16B
$1.28M 0.02%
20,684
+2,768
+15% +$143K
PFE icon
218
Pfizer
PFE
$152B
$1.25M 0.02%
51,613
-234
-0.5% -$5.46K
RSP icon
219
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$1.24M 0.02%
6,809
+989
+17% +$171K
AXP icon
220
American Express
AXP
$230B
$1.23M 0.02%
3,864
+18
+0.5% +$5.07K
T icon
221
AT&T
T
$168B
$1.18M 0.02%
40,652
+1,999
+5% +$55.1K
TRV icon
222
Travelers Companies
TRV
$78.3B
$1.17M 0.02%
4,387
+10
+0.2% +$2.64K
H icon
223
Hyatt Hotels
H
$16.3B
$1.16M 0.02%
8,298
+179
+2% +$22.3K
LSCC icon
224
Lattice Semiconductor
LSCC
$17.9B
$1.16M 0.02%
23,622
+3,143
+15% +$150K
OMC icon
225
Omnicom Group
OMC
$23.6B
$1.16M 0.02%
16,063
+3
+0% +$222
7 8
9
10 11

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 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.