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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
LH icon
201
Labcorp
LH
$26.1B
$1.59M 0.02%
5,524
– –
OTEX icon
202
Open Text
OTEX
$5.69B
$1.58M 0.02%
42,290
-10,950
-21% -$351K
GEV icon
203
GE Vernova
GEV
$277B
$1.56M 0.02%
2,530
-145
-5% -$87.8K
TLTD icon
204
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
$689M
$1.52M 0.02%
17,106
– –
SAIA icon
205
Saia
SAIA
$9.81B
$1.5M 0.02%
5,027
+302
+6% +$91.1K
CUBE icon
206
CubeSmart
CUBE
$9.33B
$1.5M 0.02%
36,776
+2,206
+6% +$89.9K
VTV icon
207
Vanguard Morningstar Value ETF
VTV
$193B
$1.48M 0.02%
7,934
-3,745
-32% -$678K
OMC icon
208
Omnicom Group
OMC
$23.4B
$1.45M 0.02%
17,807
+1,744
+11% +$132K
WMG icon
209
Warner Music
WMG
$12.9B
$1.44M 0.02%
42,390
– –
MCO icon
210
Moody's
MCO
$82.6B
$1.44M 0.02%
3,030
-1
-0% -$504
DT icon
211
Dynatrace
DT
$14.3B
$1.44M 0.02%
29,776
+1,583
+6% +$80.1K
ACGL icon
212
Arch Capital
ACGL
$33.5B
$1.41M 0.02%
+15,571
New +$1.4M
CCI icon
213
Crown Castle
CCI
$31.7B
$1.39M 0.02%
14,450
+900
+7% +$91.1K
CARR icon
214
Carrier Global
CARR
$52.3B
$1.38M 0.02%
23,072
– –
EMR icon
215
Emerson Electric
EMR
$91.5B
$1.38M 0.02%
10,488
– –
TPL icon
216
Texas Pacific Land
TPL
$23.8B
$1.33M 0.02%
4,287
-2,370
-36% -$746K
AXP icon
217
American Express
AXP
$230B
$1.32M 0.02%
3,971
+107
+3% +$34K
PFE icon
218
Pfizer
PFE
$150B
$1.3M 0.02%
51,213
-400
-0.8% -$9.87K
NFLX icon
219
Netflix
NFLX
$307B
$1.28M 0.02%
10,640
+8,700
+448% +$1.06M
H icon
220
Hyatt Hotels
H
$16.6B
$1.25M 0.02%
8,815
+517
+6% +$74.1K
ATO icon
221
Atmos Energy
ATO
$28.7B
$1.25M 0.02%
7,310
– –
TRV icon
222
Travelers Companies
TRV
$78.1B
$1.22M 0.02%
4,387
– –
JKHY icon
223
Jack Henry & Associates
JKHY
$10.8B
$1.2M 0.02%
8,032
+418
+5% +$69.4K
T icon
224
AT&T
T
$166B
$1.19M 0.02%
42,130
+1,478
+4% +$42K
TW icon
225
Tradeweb Markets
TW
$21.9B
$1.19M 0.02%
10,693
+633
+6% +$81.4K
7 8
9
10 11

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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.