BIC
Bridges Investment Counsel Portfolio holdings
AUM
$181M
1-Year Return
21.66%
This Quarter Return
+1.76%
1 Year Return
+21.66%
3 Year Return
+33.67%
5 Year Return
–
10 Year Return
–
AUM
$464M
AUM Growth
-$113M
(-20%)
Cap. Flow
-$102M
Cap. Flow
% of AUM
-21.97%
Top 10 Holdings %
Top 10 Hldgs %
35.89%
Holding
175
New
39
Increased
57
Reduced
51
Closed
28
Top Buys
| 1 |
ING
ING
|
$9.39M |
| 2 |
Union Pacific
UNP
|
$7.93M |
| 3 |
IBM
IBM
|
$6.96M |
| 4 |
Boeing
BA
|
$5.24M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$5.12M |
Top Sells
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
$28.9M |
| 2 |
iShares Russell 1000 Value ETF
IWD
|
$19M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$16M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$11M |
| 5 |
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% |
