BBNB

Baker Boyer National Bank Portfolio holdings

AUM $290M
1-Year Est. Return 9.92%
This Quarter Est. Return
1 Year Est. Return
+9.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.1M
AUM Growth
-$3.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$248K
2 +$61K
3 +$51.4K
4
T icon
AT&T
T
+$27.1K

Top Sells

1 +$565K
2 +$535K
3 +$324K
4
ADM icon
Archer Daniels Midland
ADM
+$317K
5
JNJ icon
Johnson & Johnson
JNJ
+$245K

Sector Composition

1 Technology 23.59%
2 Industrials 20.94%
3 Energy 11.93%
4 Healthcare 9.17%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,452