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
$48M
AUM Growth
-$969K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$475K
2 +$99.7K
3 +$2.43K

Top Sells

1 +$232K
2 +$214K
3 +$153K
4
ETN icon
Eaton
ETN
+$98.5K
5
IBM icon
IBM
IBM
+$61.4K

Sector Composition

1 Technology 25.97%
2 Industrials 22.76%
3 Financials 10.5%
4 Energy 9.44%
5 Healthcare 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,275
52
-8,448