BPWM
Badgley Phelps Wealth Managers Portfolio holdings
AUM
$4.75B
1-Year Est. Return
18.11%
1 Year Est. Return
+18.11%
AUM
$4.75B
AUM Growth
+$238M
(+5.3%)
Holding
304
Top Buys
| 1 | +$13.6M | |
| 2 | +$9M | |
| 3 | +$6.81M | |
| 4 |
IBM
IBM
|
+$5.49M |
| 5 |
S&P Global
SPGI
|
+$5.15M |
Top Sells
| 1 | +$22M | |
| 2 | +$11.4M | |
| 3 | +$9.73M | |
| 4 |
FISV
Fiserv Inc
FISV
|
+$7.49M |
| 5 |
Chipotle Mexican Grill
CMG
|
+$6.93M |
Sector Composition
| 1 | Technology | 24.5% |
| 2 | Financials | 8.75% |
| 3 | Consumer Discretionary | 7.46% |
| 4 | Communication Services | 5.73% |
| 5 | Healthcare | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
AT&T
T
$183B
| – | – |
-7,761
|
|
||
302
WaFd
WAFD
$2.46B
| – | – |
-11,472
|
|
||
303
Zillow
Z
$17.8B
| – | – |
-3,476
|
|
||
304
Zillow
ZG
$17.3B
| – | – |
-3,997
|
|