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Home > Institutional Investor > Barrett Asset Management, Llc > Profile

Instuitional Investor - Barrett Asset Management, Llc

Fund Profile
Filing Period:
Fund Name: Barrett Asset Management, Llc
Portfolio Value $2,387,678,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 453,875 $139,934,000 5.86%
2.
Apple Inc.
 AAPL 704,593 $123,028,000 5.15%
3.
Visa Inc.
 V 526,881 $116,846,000 4.89%
4.
Alphabet Inc.
 GOOG 733,460 $102,427,000 4.29%
5.
Tetra Tech Inc
 TTEK 12,505,950 $82,509,000 3.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)