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
$1.65B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$16.9M
2 +$9.91M
3 +$9.66M
4
EQIX icon
Equinix
EQIX
+$9.35M
5
WM icon
Waste Management
WM
+$9.16M

Top Sells

1 +$18.1M
2 +$10.3M
3 +$8.6M
4
SCHW icon
Charles Schwab
SCHW
+$7.92M
5
FDX icon
FedEx
FDX
+$7.76M

Sector Composition

1 Technology 12.73%
2 Healthcare 10.29%
3 Financials 9.17%
4 Consumer Discretionary 6.54%
5 Consumer Staples 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,407
202
-48,003