Bartlett & Co. Wealth Management LLC
CIK Number: 0002010186
6.79B
Market Value
960
# of Holdings
16 months
Avg. Holding Period
37.41%
Win Rate
14.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 210.60 | +0.63% | 1.76M | -1.02% | 440.78M | 55.25 | 6.39% |
| 2 | MSFT | Microsoft Corpo... | 391.47 | -0.1% | 975.47K | +0.88% | 411.16M | 115.51 | 5.96% |
| 3 | GOOG | Alphabet Inc. | 162.56 | -0.78% | 1.43M | +0.09% | 272.02M | 64.52 | 3.95% |
| 4 | PG | The Procter & G... | 161.98 | +0.60% | 1.12M | +0.42% | 188.25M | 126.87 | 2.73% |
| 5 | BRK-B | Berkshire Hatha... | 531.79 | +0.16% | 410.56K | +0.11% | 186.1M | 232.45 | 2.70% |
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