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
$905M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$6.06M
2 +$4.84M
3 +$1.85M
4
CNI icon
Canadian National Railway
CNI
+$1.68M
5
CHTR icon
Charter Communications
CHTR
+$1.63M

Top Sells

1 +$1.07M
2 +$958K
3 +$729K
4
AAPL icon
Apple
AAPL
+$583K
5
TRP icon
TC Energy
TRP
+$575K

Sector Composition

1 Financials 21.91%
2 Communication Services 18.58%
3 Technology 15.68%
4 Consumer Discretionary 11.94%
5 Industrials 11.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$244K 0.03%
+7,622
52
$228K 0.03%
981
-49