Bartlett & Co. Wealth Management LLC
CIK Number: 0002010186
6.97B
Market Value
924
# of Holdings
16 months
Avg. Holding Period
76.15%
Win Rate
21.20%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 449.67 | +0.15% | 966.96K | -1.04% | 416.08M | 112.81 | 5.97% | |
| 2 | Apple Inc | 248.10 | +0.65% | 1.78M | -1.11% | 414.36M | 103.34 | 5.95% | |
| 3 | Alphabet Inc. C... | 193.72 | -1.52% | 1.43M | +0.31% | 238.61M | 64.41 | 3.42% | |
| 4 | Procter & Gambl... | 170.78 | +0.09% | 1.12M | +0.52% | 193.67M | 126.7 | 2.78% | |
| 5 | Berkshire Hatha... | 458.90 | -0.54% | 410.12K | -2.13% | 188.76M | 232.21 | 2.71% |
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