BPB

Badgley, Phelps & Bell Portfolio holdings

AUM $2.69B
1-Year Est. Return 41.96%
This Quarter Est. Return
1 Year Est. Return
+41.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$850M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 10.43%
2 Financials 10%
3 Industrials 8.32%
4 Healthcare 7.85%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$9K ﹤0.01%
+15,000
127
$5K ﹤0.01%
+10,000
128
$3K ﹤0.01%
+20,000
129
$0 ﹤0.01%
+50,000