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
$464M
AUM Growth
-$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$7.93M
3
+$6.96M
4
BA icon
Boeing
BA
+$5.24M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.12M

Top Sells

1
+$28.9M
2
+$19M
3
+$16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Sector Composition

1 Financials 28.2%
2 Industrials 12.34%
3 Healthcare 11.37%
4 Technology 9.54%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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