BAM
Barrett Asset Management Portfolio holdings
AUM
$2.39B
This Quarter Return
+1.61%
1 Year Return
+14.06%
3 Year Return
+78.44%
5 Year Return
+137.32%
10 Year Return
–
AUM
$987M
AUM Growth
–
Cap. Flow
+$987M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
31.11%
Holding
344
New
344
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$58.6M |
| 2 |
Visa
V
|
$42.3M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$28.1M |
| 4 |
Schlumberger
SLB
|
$27.6M |
| 5 |
IBM
IBM
|
$26.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 16.79% |
| 2 | Financials | 16.63% |
| 3 | Industrials | 13.18% |
| 4 | Energy | 12.14% |
| 5 | Healthcare | 8.71% |
