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
151
$215K 0.05%
4,950
152
$203K 0.05%
+2,660
153
– –
-10,826
154
– –
-8,000
155
– –
-1,698
156
– –
-6,662
3 4 5 6
7