BPWM

Badgley Phelps Wealth Managers Portfolio holdings

AUM $4.51B
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.75B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1 +$140M
2 +$117M
3 +$99.1M
4
VB icon
Vanguard Small-Cap ETF
VB
+$84.4M
5
AMZN icon
Amazon
AMZN
+$79.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.86%
2 Financials 9.51%
3 Healthcare 8.35%
4 Consumer Discretionary 7.33%
5 Communication Services 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$191K 0.01%
+10,793
202
$190K 0.01%
+11,613
203
$177K 0.01%
+24,300
204
$158K 0.01%
+15,796