Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BADGLEY PHELPS WEALTH MANAGERS LLC | 05-15-2024 | 03-31-2024 | 376 | 3,997,530,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $267,016,129 | 634,665 | 0.01 | 0.01 | -2,411 | -0.38 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 2 | $181,974,033 | 2,278,663 | 0.00 | 0.00 | 44,034 | 1.97 | 03-31-2024 |
| APPLE INC | COM | 3 | $147,608,379 | 860,791 | 0.00 | 860,791 | +Inf | 03-31-2024 | |
| NVIDIA CORPORATION | COM | 4 | $139,957,502 | 154,896 | 0.00 | 0.00 | -2,731 | -1.73 | 03-31-2024 |
