BAM

Barrett Asset Management Portfolio holdings

AUM $2.39B
1-Year Est. Return 14.06%
This Quarter Est. Return
1 Year Est. Return
+14.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.7B
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1 +$4.59M
2 +$4.13M
3 +$2.8M
4
AMZN icon
Amazon
AMZN
+$1.59M
5
JPM icon
JPMorgan Chase
JPM
+$1.39M

Top Sells

1 +$14M
2 +$4.74M
3 +$2.44M
4
NVDA icon
NVIDIA
NVDA
+$1.98M
5
MSFT icon
Microsoft
MSFT
+$1.52M

Sector Composition

1 Technology 22.38%
2 Financials 20.09%
3 Healthcare 14.87%
4 Communication Services 10.85%
5 Consumer Discretionary 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$12K ﹤0.01%
500
-1,590
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$11K ﹤0.01%
750
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100
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750
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$9K ﹤0.01%
24
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5
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2,000
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+165
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339
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280
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50
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1,000
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$8K ﹤0.01%
450
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$7K ﹤0.01%
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38
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$6K ﹤0.01%
100
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100
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$6K ﹤0.01%
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$6K ﹤0.01%
370
350
$6K ﹤0.01%
300