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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
APHAmphenol Corporation
Recent Activity
Decreased -0.01%
3.15%
$16.077M
231,485 shares@ $69.45 avg price
ROKRockwell Automation Inc
Recent Activity
2.91%
$14.818M
51,850 shares@ $285.8 avg price
DHRDanaher Corporation
Recent Activity
2.89%
$14.719M
64,120 shares@ $229.55 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
2.62%
$13.376M
110,738 shares@ $120.79 avg price
ADPAutomatic Data Processing Inc
Recent Activity
2.48%
$12.633M
43,155 shares@ $292.73 avg price
ATRAptargroup Inc
Recent Activity
2.44%
$12.419M
79,050 shares@ $157.1 avg price
ABTAbbott Labs
Recent Activity
2.38%
$12.128M
107,225 shares@ $113.12 avg price
XYLXylem Inc
Recent Activity
2.26%
$11.539M
99,460 shares@ $116.02 avg price
NETCloudflare Inc
Recent Activity
2.03%
$10.327M
95,900 shares@ $107.68 avg price
TERTeradyne Inc
Recent Activity
1.99%
$10.159M
80,675 shares@ $125.92 avg price