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
$891M
AUM Growth
+$41.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.66%
2 Financials 9.76%
3 Industrials 8.43%
4 Consumer Discretionary 8.13%
5 Healthcare 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$13K ﹤0.01%
14,000
+4,000
127
$9K ﹤0.01%
15,000
+5,000
128
$4K ﹤0.01%
20,000
129
-163,870
130
-1,557
131
-17,722
132
-126,853
133
$0 ﹤0.01%
50,000