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 |
|---|---|---|---|---|---|---|---|---|---|
| Waste Management | com | 151 | $4,687,031 | 26,170 | 0.00 | 0.00 | -391 | -1.47 | 12-31-2023 |
| Eversource Energy | com | 152 | $4,638,554 | 75,155 | 0.00 | 0.00 | -33,151 | -30.61 | 12-31-2023 |
| Amgen | com | 153 | $4,623,055 | 16,051 | 0.00 | 0.00 | 692 | 4.51 | 12-31-2023 |
| Colgate-Palmolive | com | 154 | $4,567,979 | 57,307 | 0.00 | 0.00 | -3,041 | -5.04 | 12-31-2023 |
