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
$20.5M
AUM Growth
-$27.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$200K
2 +$124K

Top Sells

1 +$1.52M
2 +$1.47M
3 +$1.38M
4
AAPL icon
Apple
AAPL
+$1.3M
5
ETN icon
Eaton
ETN
+$1.23M

Sector Composition

1 Technology 25.01%
2 Industrials 16.43%
3 Consumer Discretionary 10.6%
4 Energy 8.9%
5 Financials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,805