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
$438M
AUM Growth
+$830K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$571K
2
+$396K
3
+$349K
4
FDX icon
FedEx
FDX
+$275K
5
CHA
China Telecom Corporation, LTD
CHA
+$219K

Top Sells

1
+$682K
2
+$670K
3
+$241K
4
SWN
Southwestern Energy Company
SWN
+$218K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$217K

Sector Composition

1 Financials 17.71%
2 Industrials 16.37%
3 Healthcare 12.83%
4 Technology 11.95%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.65M 0.61%
57,207
-594
52
$2.64M 0.6%
32,635
+375
53
$2.59M 0.59%
78,573
+37
54
$2.39M 0.55%
73,688
+651
55
$2.39M 0.55%
98,338
-831
56
$2.35M 0.54%
36,645
+150
57
$2.32M 0.53%
24,450
-900
58
$2.25M 0.51%
19,803
-100
59
$2.18M 0.5%
88,487
+3,376
60
$2.12M 0.48%
26,450
-8,369
61
$2.04M 0.47%
12,322
+1,660
62
$1.97M 0.45%
39,990
-625
63
$1.96M 0.45%
4,637
+300
64
$1.94M 0.44%
34,306
+325
65
$1.94M 0.44%
12,133
+384
66
$1.93M 0.44%
69,936
67
$1.89M 0.43%
19,539
-50
68
$1.73M 0.4%
21,295
-420
69
$1.7M 0.39%
91,100
+3,400
70
$1.68M 0.38%
46,515
-500
71
$1.67M 0.38%
14,615
+465
72
$1.65M 0.38%
25,600
73
$1.63M 0.37%
16,602
74
$1.62M 0.37%
33,284
75
$1.61M 0.37%
62,116
-4,872
1 2
3
4 5