CRB

Chad R. Baker Portfolio holdings

AUM $581M
1-Year Est. Return 22.97%
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$511M
AUM Growth
+$1.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M
2 +$2.67M
3 +$2.53M
4
ALC icon
Alcon
ALC
+$27.6K

Top Sells

1 +$5.01M
2 +$1.07M
3 +$568K
4
PFE icon
Pfizer
PFE
+$318K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$239K

Sector Composition

1 Technology 31.94%
2 Industrials 19.07%
3 Healthcare 15.81%
4 Consumer Discretionary 13.29%
5 Communication Services 10.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,845