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 |
|---|---|---|---|---|---|---|---|---|---|
| iShares US Real Estate ETF | com | 451 | $366,463 | 4,009 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LuLuLemon Athletica Inc | com | 452 | $366,084 | 716 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| iShares MSCI USA ESG Select | com | 453 | $361,836 | 3,600 | 0.00 | 0.00 | -175 | -4.64 | 12-31-2023 |
| Yum China Holdings Inc | com | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
