BFS

Baskin Financial Services Portfolio holdings

AUM $1.36B
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$8.21M
2 +$7.91M
3 +$841K
4
RACE icon
Ferrari
RACE
+$536K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$368K

Top Sells

1 +$7.74M
2 +$7.51M
3 +$1.35M
4
BCE icon
BCE
BCE
+$444K
5
BN icon
Brookfield
BN
+$369K

Sector Composition

1 Financials 29.62%
2 Communication Services 19.98%
3 Consumer Discretionary 12.55%
4 Technology 11.1%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,513
52
-11,358
53
-3,900