BAAM

Baker Avenue Asset Management Portfolio holdings

AUM $3.51B
1-Year Est. Return 16.86%
This Quarter Est. Return
1 Year Est. Return
+16.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$888M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Sells

1 +$6.03M
2 +$1.88M
3 +$861K
4
TEVA icon
Teva Pharmaceuticals
TEVA
+$852K
5
PI icon
Impinj
PI
+$811K

Sector Composition

1 Technology 10.22%
2 Financials 4.22%
3 Healthcare 3.54%
4 Materials 3.04%
5 Communication Services 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-63,406
227
-2,890
228
-27,864
229
-3,176