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Tami Henneman

@Baker Chad R

Latest period2024 - Q4ReportedManaged Assets$510.823MTotal holdings50
Assets growth rate0.36%Assets growth rate (2-Q avg)3.31%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Baker Chad R's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 50 positions.

Assets under management

The assets under management (AUM) of Baker Chad R over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 510.823M in assets, with a quarterly growth rate of 0.36% and a 2-quarter average growth rate of 3.31%. The portfolio is managed by Tami Henneman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CRMSalesforce Inc
Recent Activity
New Position
0.58%
$2.939M
8,790 shares@ $334.34 avg price