BAM
Barrett Asset Management Portfolio holdings
AUM
$2.39B
1-Year Est. Return
14.06%
This Fund
S&P 500
1 Year Est. Return
+14.06%
AUM
$1.49B
AUM Growth
+$186M
(+14%)
Holding
382
Top Buys
| 1 | +$5.69M | |
| 2 | +$3.05M | |
| 3 | +$2.18M | |
| 4 |
Blackbaud
BLKB
|
+$1.9M |
| 5 |
Costco
COST
|
+$1.11M |
Top Sells
| 1 | +$5.38M | |
| 2 | +$2.39M | |
| 3 | +$1.76M | |
| 4 |
PayPal
PYPL
|
+$1.53M |
| 5 |
Meta Platforms (Facebook)
META
|
+$1.51M |
Sector Composition
| 1 | Technology | 20.09% |
| 2 | Financials | 18.92% |
| 3 | Healthcare | 14.72% |
| 4 | Communication Services | 10.23% |
| 5 | Industrials | 8.73% |