BPWM
Badgley Phelps Wealth Managers Portfolio holdings
AUM
$4.51B
This Quarter Return
+1.46%
1 Year Return
+16.72%
3 Year Return
+74.23%
5 Year Return
–
10 Year Return
–
AUM
$4.28B
AUM Growth
+$4.28B
(-0.44%)
Cap. Flow
+$20.7M
Cap. Flow
% of AUM
0.48%
Top 10 Holdings %
Top 10 Hldgs %
33.66%
Holding
301
New
11
Increased
104
Reduced
128
Closed
13
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$19M |
| 2 |
Lam Research
LRCX
|
$15.2M |
| 3 |
Palo Alto Networks
PANW
|
$14.2M |
| 4 |
TJX Companies
TJX
|
$10.7M |
| 5 |
Fiserv
FI
|
$9M |
Top Sells
| 1 |
Global Payments
GPN
|
$9.93M |
| 2 |
Merck
MRK
|
$9.64M |
| 3 |
Verizon
VZ
|
$9.43M |
| 4 |
NextEra Energy, Inc.
NEE
|
$9.05M |
| 5 |
Pfizer
PFE
|
$8.58M |
Sector Composition
| 1 | Technology | 23.07% |
| 2 | Consumer Discretionary | 8.76% |
| 3 | Financials | 8.68% |
| 4 | Healthcare | 6.42% |
| 5 | Consumer Staples | 5.29% |
