BIC

Bridges Investment Counsel Portfolio holdings

AUM $181M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$402M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$545K
2
+$401K
3
+$365K
4
JPM icon
JPMorgan Chase
JPM
+$279K
5
BIIB icon
Biogen
BIIB
+$211K

Top Sells

1
+$1.06M
2
+$992K
3
+$419K
4
KSS icon
Kohl's
KSS
+$355K
5
V icon
Visa
V
+$253K

Sector Composition

1 Financials 17.7%
2 Industrials 16.67%
3 Technology 12.14%
4 Energy 12.14%
5 Consumer Staples 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.17M 1.29%
68,446
-2,083
27
$5.14M 1.28%
80,277
+726
28
$4.84M 1.2%
78,266
-1,071
29
$4.71M 1.17%
136,997
-2,527
30
$4.27M 1.06%
89,404
-5,300
31
$4.09M 1.02%
63,428
-597
32
$4.06M 1.01%
40,639
-598
33
$3.98M 0.99%
29,968
-800
34
$3.93M 0.98%
44,478
-999
35
$3.92M 0.97%
70,393
+1,265
36
$3.73M 0.93%
44,667
-1,326
37
$3.53M 0.88%
24,540
-675
38
$3.45M 0.86%
37,145
-1,813
39
$3.18M 0.79%
53,150
-287
40
$3.09M 0.77%
68,111
-1,901
41
$3.07M 0.76%
92,278
-12,589
42
$3.07M 0.76%
46,810
-710
43
$3.05M 0.76%
68,146
-38
44
$3.04M 0.76%
74,495
-523
45
$3M 0.75%
121,752
+5,331
46
$2.93M 0.73%
45,286
-100
47
$2.89M 0.72%
2,855
-225
48
$2.83M 0.7%
82,242
-1,127
49
$2.7M 0.67%
39,825
-650
50
$2.69M 0.67%
98,642
-1,520
1
2
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