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HedgeMind.com
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Institutional Portfolios
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BAKER BOYER NATIONAL BANK
> 2018-03-31
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Time Period
2018-03-31
2017-12-31
2017-09-30
2017-06-30
2017-03-31
2016-12-31
2016-09-30
2016-06-30
2016-03-31
2015-12-31
2015-09-30
2015-06-30
2015-03-31
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Fixed Income
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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
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25
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BAKER BOYER NATIONAL BANK
Time Period
2018-03-31
Total Holdings
67
Total Value
($x1000)
33,005
Activities
New
10
Increased
17
Unchanged
24
Decreased
16
Sold Out
0
Top 10 Stock Holdings
total 37.12%
AAPL
10.13
MSFT
4.39
BA
3.58
NKE
3.27
JNJ
3.12
 
CVX
2.7
DE
2.66
IVV
2.52
VMI
2.44
EFA
2.31
-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
Portfolio Weight (%)
Growth or Value
Position Value
Change Rate
Sector
A-Z
Graph
AAPL
10.13%
COM
MSFT
4.39%
COM
BA
3.58%
COM
NKE
3.27%
CL B
JNJ
3.12%
COM
CVX
2.7%
COM
DE
2.66%
COM
IVV
2.52%
CORE S&P500 ETF
VMI
2.44%
COM
EFA
2.31%
MSCI EAFE ETF
DHR
2.15%
COM
MCD
2.12%
COM
T
2.12%
COM
USB
2.07%
COM NEW
CMI
2.01%
COM
SPY
1.88%
TR UNIT
UTX
1.71%
COM
XOM
1.69%
COM
IWF
1.54%
RUS 1000 GRW ETF
IWM
1.52%
RUSSELL 2000 ETF
IJH
1.52%
CORE S&P MCP ETF
XLK
1.43%
TECHNOLOGY
CSCO
1.39%
COM
CAT
1.38%
COM
ISRG
1.38%
COM NEW
INTC
1.36%
COM
PG
1.35%
COM
PCAR
1.24%
COM
MGK
1.21%
MEGA GRWTH IND
IWD
1.21%
RUS 1000 VAL ETF
UNP
1.2%
COM
MGV
1.19%
MEGA CAP VAL ETF
IBM
1.17%
COM
SO
1.11%
COM
MA
1.02%
CL A
VXF
1.01%
EXTEND MKT ETF
DUK
0.98%
COM NEW
CSJ
0.98%
1-3 YR CR BD ETF
GE
0.97%
COM
VB
0.96%
SMALL CP ETF
VNQ
0.95%
REIT ETF
CLNC
0.91%
CL A
HD
0.9%
COM
PEP
0.85%
COM
VZ
0.85%
COM
GLD
0.84%
GOLD SHS
ABBV
0.81%
COM
ED
0.8%
COM
ACN
0.79%
SHS CLASS A
BAC
0.77%
COM
ITW
0.76%
COM
UNH
0.75%
COM
UPS
0.75%
CL B
GOOG
0.72%
CAP STK CL C
FTV
0.69%
COM
GLW
0.69%
COM
GOOGL
0.68%
CAP STK CL A
BANR
0.67%
COM NEW
FDX
0.67%
COM
DIS
0.67%
COM DISNEY
VLO
0.66%
COM
MUB
0.66%
NAT AMT FREE BD
AXP
0.65%
COM
VFH
0.63%
FINANCIALS ETF
MO
0.63%
COM
KO
0.62%
COM
QQQ
0.61%
UNIT SER 1