GURUFOCUS.COM Guru List Institutional Investment Manager (13F) Baltimore-Washington Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc.
|Baltimore-Washington Financial Advisors, Inc.|
|Last update 2023-02-10||132 Stocks (8 new)|
|Value $1.02 Bil||Turnover 6 %|
Top Holdings: VV(5.36%) QQQ(4.62%) VTV(3.28%) AAPL(3.17%) MSFT(3.17%)Portfolio Report
Baltimore-Washington Financial Advisors, Inc. has disclosed 132 total holdings in their latest 13F filing with the SEC for the portfolio date of 2022-12-31. The current portfolio value is calculated to be $1.02 Bil. The turnover rate is 6%.
In Baltimore-Washington Financial Advisors, Inc.'s current portfolio as of 2022-12-31, the top 5 holdings are Vanguard Large Cap ETF (VV), INVESCO QQQ Trust (QQQ), Vanguard Value ETF (VTV), Apple Inc (AAPL), Microsoft Corp (MSFT), not including call and put options. Baltimore-Washington Financial Advisors, Inc. 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 Baltimore-Washington Financial Advisors, Inc., 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 Baltimore-Washington Financial Advisors, Inc., 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 Baltimore-Washington Financial Advisors, Inc..
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