test

Faris F. Chesley

@Chesley Taft & Associates Llc

Latest period2024 - Q4ReportedManaged Assets$2.154BTotal holdings326
Assets growth rate2.7%Assets growth rate (2-Q avg)3.94%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Chesley Taft & Associates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 326 positions.

Assets under management

The assets under management (AUM) of Chesley Taft & Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.154B in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Faris F. Chesley, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RWRSpdr Ser Tr
Recent Activity
Exited
0%
$202,787
1,900 shares@ $106.73 avg price
VTRSViatris Inc
Recent Activity
Exited
0%
$120,860
10,410 shares@ $11.61 avg price
FTCIFtc Solar Inc
Recent Activity
Exited
0%
$49,684
73,000 shares@ $0.69 avg price