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
51
$2.58M 0.64%
100,767
+1,389
52
$2.56M 0.64%
9,467
-125
53
$2.53M 0.63%
31,710
+250
54
$2.35M 0.58%
45,357
+5,392
55
$2.34M 0.58%
77,550
-4,000
56
$2.31M 0.58%
32,160
-300
57
$2.23M 0.56%
47,792
-1,498
58
$2.04M 0.51%
61,546
-63
59
$1.93M 0.48%
82,169
-475
60
$1.91M 0.48%
20,925
-1,515
61
$1.88M 0.47%
35,735
-100
62
$1.84M 0.46%
78,466
+5,190
63
$1.84M 0.46%
23,728
-273
64
$1.71M 0.43%
26,872
-560
65
$1.65M 0.41%
18,210
+610
66
$1.6M 0.4%
79,904
-1,700
67
$1.54M 0.38%
33,284
-650
68
$1.54M 0.38%
25,350
69
$1.51M 0.38%
31,785
-425
70
$1.51M 0.37%
20,450
-600
71
$1.5M 0.37%
19,813
-700
72
$1.49M 0.37%
58,148
-41,308
73
$1.48M 0.37%
17,351
-1,991
74
$1.44M 0.36%
25,250
+1,630
75
$1.42M 0.35%
31,500
+1,590
1 2
3
4 5