Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRADLEY FOSTER & SARGENT INC/CT | 02-14-2024 | 12-31-2023 | 426 | 5,146,340,995 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | com | 1 | $297,204,629 | 790,354 | 0.01 | 0.01 | 4,478 | 0.57 | 12-31-2023 |
| Apple Inc | com | 2 | $231,641,849 | 1,203,147 | 0.00 | 0.00 | -15,483 | -1.27 | 12-31-2023 |
| J P Morgan Chase | com | 3 | $182,011,625 | 1,070,027 | 0.00 | 0.00 | 6,403 | 0.60 | 12-31-2023 |
| Alphabet Inc. Class A | com | 4 | $169,798,502 | 1,215,538 | 0.00 | 0.00 | 22,805 | 1.91 | 12-31-2023 |
