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Home > Institutional Investor > Badgley Phelps Wealth Managers, Llc > Profile

Instuitional Investor - Badgley Phelps Wealth Managers, Llc

Fund Profile
Filing Period:
Fund Name: Badgley Phelps Wealth Managers, Llc
Portfolio Value $4,142,234,691
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 645,237 $242,215,520 5.85%
2.
Ishares Trust
 VLUE 2,234,468 $182,623,106 4.41%
3.
Apple Inc.
 AAPL 814,440 $180,911,603 4.37%
4.
Nvidia Corp
 NVDA 1,275,380 $138,238,150 3.34%
5.
Vanguard Index Fds - SMALL CP ETF
 541,667 $120,114,676 2.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)