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
$1.17B
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$34.8M
2 +$3.64M
3 +$2.84M
4
CSGP icon
CoStar Group
CSGP
+$1.67M
5
LYV icon
Live Nation Entertainment
LYV
+$1.19M

Top Sells

1 +$36.8M
2 +$7.07M
3 +$6.84M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.78M
5
TD icon
Toronto Dominion Bank
TD
+$5.33M

Sector Composition

1 Financials 18.97%
2 Industrials 18.26%
3 Technology 16.55%
4 Consumer Discretionary 15.27%
5 Communication Services 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,092
52
-10,722