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  Name: Badgley Phelps Wealth Managers LLC
  City: SEATTLE
  State: WA
  Zip: 98101
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $3,668,600,000
  Total Value Change : $732,904,000
  Securities Held Change : 13
   
All Securities Held : 241
  New Positions : 23
  Closed Positions : 10
  Increased Positions : 137
  Unchanged Positions : 18
  Decreased Positions : 63

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 243 Closed $76.95 $0 0 0% -404,000 -5,377 0    N/A
   (SGEN)1 Year Chart         SGEN Seagen Inc 249 Closed $228.74 $0 0 0% -455,000 -2,144 0    Biotechnology
   (SNY)1 Year Chart         SNY Sanofi Aventis (ADR) 242 Closed $48.69 $0 0 0% -207,000 -3,861 0    Drug Manufacturers - ...
   (VGSH)1 Year Chart         VGSH Vanguard Scottsdale Funds 248 Closed $57.77 $0 0 0% -473,000 -8,220 0    Closed - End Fund - Debt
   (AMRS)1 Year Chart         AMRS Amyris, Inc. 241 Closed $0.00 $0 0 0% -1,000 -10,000 0    Biotechnology
   (NSRGY)1 Year Chart         NSRGY NESTLE SA ADR 247 Closed $104.44 $0 0 0% -2,315,000 -20,459 0    N/A
   (SPGI)1 Year Chart         SPGI S&P Global Inc 246 Closed $432.29 $0 0 0% -251,000 -688 0    Publishing
   (CMRF)1 Year Chart         CMRF Cim Real Estate Fin Ord Shs 245 Closed $0.00 $0 0 0% -78,000 -11,808 0    N/A
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 244 Closed $615,835.00 $0 0 0% -2,657,000 -5 0    Property & Casualty I...
   (RCI)1 Year Chart         RCI Rogers Communications Inc (... 250 Closed $39.33 $0 0 0% -346,000 -9,000 0    Communication Equipment

      10 Records Found
  1    
Page 1 of 1
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