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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 $4,514,820,340
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 651,507 $324,065,855 7.18%
2.
Nvidia Corp
 NVDA 1,268,366 $200,401,493 4.44%
3.
Ishares Trust
 VLUE 2,200,405 $196,694,235 4.36%
4.
Apple Inc.
 AAPL 813,411 $166,887,590 3.7%
5.
Amazon Com Inc
 AMZN 606,867 $133,140,552 2.95%
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)