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
BOOKING HOLDINGS INC COM 51 $24,212,472 6,674 0.00 0.00 -34 -0.51 03-31-2024
DANAHER CORPORATION COM 52 $24,076,536 96,319 0.00 0.00 996 1.04 03-31-2024
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 53 $23,972,440 414,318 0.00 414,318 +Inf 03-31-2024
UNION PAC CORP COM 54 $23,301,682 94,746 0.00 0.00 1,555 1.67 03-31-2024
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