BBNB
Baker Boyer National Bank Portfolio holdings
AUM
$301M
1-Year Est. Return
10.39%
1 Year Est. Return
+10.39%
AUM
$301M
AUM Growth
+$11.1M
(+3.8%)
Holding
81
Top Buys
| 1 | +$622K | |
| 2 | +$429K | |
| 3 | +$260K | |
| 4 |
Cummins
CMI
|
+$253K |
| 5 |
Xcel Energy
XEL
|
+$226K |
Top Sells
| 1 | +$4.62M | |
| 2 | +$1.56M | |
| 3 | +$347K | |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$273K |
| 5 |
Costco
COST
|
+$218K |
Sector Composition
| 1 | Technology | 3.38% |
| 2 | Industrials | 1.79% |
| 3 | Consumer Discretionary | 1.21% |
| 4 | Consumer Staples | 1.02% |
| 5 | Healthcare | 0.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Xcel Energy
XEL
$43.3B
| $226K | 0.08% |
+2,800
|
|
||
77
Vanguard Extended Market ETF
VXF
$24.7B
| $224K | 0.07% |
1,071
|
|
||
78
Cisco
CSCO
$300B
| $220K | 0.07% |
3,217
+71
|
|
||
79
Carrier Global
CARR
$44.1B
| $216K | 0.07% |
3,611
+504
|
|
||
80
Adobe
ADBE
$148B
| $208K | 0.07% |
589
+49
|
|
||
81
Palantir
PLTR
$423B
| – | – |
-2,544
|
|