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
76
$1.35M 0.34%
58,872
-1,234
77
$1.32M 0.33%
22,240
+850
78
$1.3M 0.32%
14,388
-417
79
$1.26M 0.31%
30,800
-2,210
80
$1.25M 0.31%
41,100
+550
81
$1.21M 0.3%
77,100
-3,000
82
$1.2M 0.3%
11,253
-1,200
83
$1.19M 0.3%
31,101
-1,050
84
$1.16M 0.29%
37,025
-893
85
$1.14M 0.28%
29,700
-800
86
$1.12M 0.28%
9,821
-1,010
87
$1.09M 0.27%
31,480
-20
88
$1.09M 0.27%
15,639
-250
89
$1.08M 0.27%
9,659
+859
90
$1.02M 0.25%
33,322
-1,600
91
$1M 0.25%
21,338
92
$987K 0.25%
12,474
93
$942K 0.23%
16,764
-1,065
94
$913K 0.23%
14,617
+246
95
$913K 0.23%
9,250
+5,525
96
$883K 0.22%
13,434
-350
97
$880K 0.22%
16,425
-150
98
$873K 0.22%
3,627
+875
99
$871K 0.22%
23,994
+74
100
$862K 0.21%
9,520
-400
2 3
4
5 6