BAAM

Baker Avenue Asset Management Portfolio holdings

AUM $4.18B
1-Year Est. Return 23%
This Quarter Est. Return
1 Year Est. Return
+23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.08%
2 Industrials 4.82%
3 Financials 4.18%
4 Energy 3.76%
5 Healthcare 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$205K 0.05%
+12,120