BCWM

Bartlett & Co Wealth Management Portfolio holdings

AUM $7.56B
1-Year Est. Return 13.61%
This Quarter Est. Return
1 Year Est. Return
+13.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.97B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,239
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.18%
2 Healthcare 14.2%
3 Financials 11.38%
4 Industrials 10.14%
5 Consumer Staples 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$17.8K ﹤0.01%
126
727
$17.6K ﹤0.01%
+500
728
$17.5K ﹤0.01%
+569
729
$17.5K ﹤0.01%
425
730
$17.5K ﹤0.01%
576
731
$17.2K ﹤0.01%
296
732
$17.1K ﹤0.01%
1,333
733
$17.1K ﹤0.01%
2,000
734
$17K ﹤0.01%
500
735
$16.9K ﹤0.01%
411
736
$16.9K ﹤0.01%
289
737
$16.8K ﹤0.01%
530
+235
738
$16.7K ﹤0.01%
470
739
$16.6K ﹤0.01%
1,000
740
$16.6K ﹤0.01%
1,456
741
$16.5K ﹤0.01%
252
742
$16.5K ﹤0.01%
101
743
$16.5K ﹤0.01%
4,500
744
$16.2K ﹤0.01%
125
-41
745
$16.2K ﹤0.01%
1,444
746
$16.2K ﹤0.01%
645
747
$16.1K ﹤0.01%
15,340
748
$16.1K ﹤0.01%
392
749
$15.9K ﹤0.01%
75
750
$15.9K ﹤0.01%
1,884