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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
APTVAptiv Plc
| 0% | $1.069M 14,845 shares@ $72.01 avg price | Exited |