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Home > Institutional Investor > Bartlett & Co. Wealth Management Llc > Profile

Instuitional Investor - Bartlett & Co. Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bartlett & Co. Wealth Management Llc
Portfolio Value $6,160,143,970
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,913,556 $370,425,660 6.01%
2.
Microsoft Corp
 MSFT 982,883 $368,855,556 5.98%
3.
Alphabet Inc.
 GOOG 1,438,390 $203,217,291 3.29%
4.
Berkshire Hathaway Inc
 BRK.A 416,781 $149,028,382 2.41%
5.
Mastercard Inc
 MA 337,961 $144,078,282 2.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)