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
$1.19B
AUM Growth
+$86.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$3.61M
2 +$2.6M
3 +$1.75M
4
WSO icon
Watsco Inc
WSO
+$1.73M
5
BLK icon
Blackrock
BLK
+$1.16M

Top Sells

1 +$17.1M
2 +$5.3M
3 +$3.53M
4
TFII icon
TFI International
TFII
+$1.45M
5
MSFT icon
Microsoft
MSFT
+$1.34M

Sector Composition

1 Financials 19.69%
2 Industrials 18.99%
3 Consumer Discretionary 15.49%
4 Technology 14.99%
5 Communication Services 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-80,305
52
-85,825