Saratoga Research & Investment Management

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Assets, Funds, Holdings

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CAFR Data
Saratoga Research & Investment Management
CRD #110506
SEC #801-57695
CIK #1477872
AUM $2.0 BB (100% Disc, 100% US)
Employees18 (44% Investors, 0% Brokers)
Phone408-741-2330
Address14471 Big Basin Way, Suite E
Saratoga, CA 95070
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
5.04.03.02.01.00.02000200620132020
Sector Holding Cap ($MM) Value ($MM)
AAPL843,560.087.7
MSFT865,660.075.8
ORCL188,990.072.6
UTX108,590.071.2
CSCO228,550.066.7
NVO118,870.066.2
WMT286,110.059.3
CHRW12,160.051.6
PG249,110.049.7
CTSH41,610.047.8
View All
Holdings by Sector ($)
1.41.10.80.60.30.02014201620182020
Comparable Firms State AUM ($BB)
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OK 2.0
Independent Portfolio Consultants Inc
FL 2.0
Freestone Capital Management Inc
WA 2.0
Financial Services Group Inc
MT 2.0
Foster Group Inc
IA 2.0
Private Ocean LLC
CA 2.0
Endurance Capital LLC
NY 2.0
BSN Gestion De Patrimontos SA SGC
2.0
Rehmann Capital Advisory Group LLC
MI 2.0
SOL Capital Management Co
MD 2.0
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