GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Baker Avenue Asset Management, LP Stock Picks
Baker Avenue Asset Management, LP
|Baker Avenue Asset Management, LP|
|Last update 2023-05-17||1609 Stocks (220 new)|
|Value $1.85 Bil||Turnover 16 %|
Top Holdings: IUSB(4.26%) FBND(4.21%) SCHZ(3.88%) AAPL(3.52%) VB(3.20%)Portfolio Report
Baker Avenue Asset Management, LP has disclosed 1609 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $1.85 Bil. The turnover rate is 16%.
In Baker Avenue Asset Management, LP's current portfolio as of 2023-03-31, the top 5 holdings are iShares Core Total USD Bond Market ETF (IUSB), Fidelity Total Bond ETF (FBND), Schwab US Aggregate Bond ETF (SCHZ), Apple Inc (AAPL), Vanguard Small Cap ETF (VB), not including call and put options. Baker Avenue Asset Management, LP did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Baker Avenue Asset Management, LP, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Baker Avenue Asset Management, LP, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Baker Avenue Asset Management, LP.
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