CRB
Chad R. Baker Portfolio holdings
AUM
$581M
1-Year Est. Return
22.97%
1 Year Est. Return
+22.97%
AUM
$581M
AUM Growth
+$42.8M
(+7.9%)
Holding
54
Top Buys
| 1 | +$1.94M | |
| 2 | +$1.92M | |
| 3 | +$1.85M | |
| 4 |
Unilever
UL
|
+$1.78M |
| 5 |
Salesforce
CRM
|
+$1.72M |
Top Sells
| 1 | +$3.13M | |
| 2 | +$2.11M | |
| 3 | +$1.71M | |
| 4 |
Waste Management
WM
|
+$1.32M |
| 5 |
Carrier Global
CARR
|
+$656K |
Sector Composition
| 1 | Technology | 32.24% |
| 2 | Industrials | 19.78% |
| 3 | Healthcare | 14.34% |
| 4 | Consumer Discretionary | 13.56% |
| 5 | Communication Services | 10.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$4.46T
| $1.49M | 0.26% |
7,995
-1,800
|
|
||
52
Merck
MRK
$212B
| $1.32M | 0.23% |
15,700
|
|
||
53
Becton Dickinson
BDX
$54.2B
| $1.01M | 0.17% |
5,420
|
|
||
54
Novo Nordisk
NVO
$242B
| $267K | 0.05% |
4,815
|
|