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
$389M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$20.8M
2 +$15.8M
3 +$11.8M
4
XOM icon
Exxon Mobil
XOM
+$11.6M
5
MA icon
Mastercard
MA
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.22%
2 Industrials 16.42%
3 Energy 12.58%
4 Technology 12.29%
5 Consumer Staples 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$210K 0.05%
+7,812
152
$210K 0.05%
+5,140
153
$203K 0.05%
+1,872
154
$201K 0.05%
+3,000