BP
| |
BADGLEY PHELPS & BELL INC13F | |
| BADGLEY PHELPS & BELL INC | |
| Last update 2021-07-28 | 221 Stocks (14 new) |
| Value $2.69 Bil | Turnover 7 % |
BADGLEY PHELPS & BELL INC Top Holdings of 2021-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFA | iShares MSCI EAFE ETF | 1,699,132 | 134,027.0 | +2.74% | 4.970 | +0.13% | 0.240 | +9.26% | +17.19% | 63,906.2 | ||
MSFT | Microsoft Corp | 410,303 | 111,151.0 | +2.40% | 4.130 | +0.10% | 0.010 | +39.39% | +21.87% | 3,803,232.7 | Software | |
AAPL | Apple Inc | 696,139 | 95,343.0 | +3.20% | 3.540 | +0.11% | 0.000 | +6.76% | -15.93% | 3,136,822.2 | Hardware | |
VB | Vanguard Small Cap ETF | 362,933 | 81,762.0 | +2.60% | 3.030 | +0.08% | 0.160 | +17.70% | +1.41% | 61,451.2 | ||
AMZN | Amazon.com Inc | 464,560 | 79,908.0 | +3.30% | 2.970 | +0.10% | 0.000 | +29.70% | +2.05% | 2,376,789.0 | Retail - Cyclical | |
IJH | iShares Core S&P Mid-Cap ETF | 1,236,310 | 66,447.0 | +0.40% | 2.470 | +0.01% | 0.100 | +15.77% | +1.91% | 97,292.2 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,269,916 | 65,426.0 | +4.28% | 2.430 | +0.10% | 0.060 | +11.86% | +18.72% | 157,968.9 | ||
IWN | iShares Russell 2000 Value ETF | 339,471 | 56,274.0 | +6.34% | 2.090 | +0.12% | 0.390 | +17.32% | +0.10% | 11,026.7 | ||
VV | Vanguard Large Cap ETF | 266,217 | 53,444.0 | +3.41% | 1.980 | +0.07% | 0.200 | +19.58% | +7.50% | 40,714.6 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 951,248 | 51,662.0 | +4.21% | 1.920 | +0.08% | 0.060 | +16.74% | +14.78% | 87,054.5 |
BADGLEY PHELPS & BELL INC's Historical Top Holdings Breakdowns
BADGLEY PHELPS & BELL INC Total Holding History ($B)
BADGLEY PHELPS & BELL INC's Asset Allocation
BADGLEY PHELPS & BELL INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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BADGLEY PHELPS & BELL INC's Hypothetical Growth since 2021-06-30
BADGLEY PHELPS & BELL INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
BADGLEY PHELPS & BELL INC's Holdings Heat Map
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BADGLEY PHELPS & BELL INC's Holdings Bubble Chart
BADGLEY PHELPS & BELL INC News
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