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
$1.22B
AUM Growth
+$53.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$30.4M
2 +$1.52M
3 +$733K
4
DPZ icon
Domino's
DPZ
+$659K
5
FND icon
Floor & Decor
FND
+$644K

Top Sells

1 +$28.9M
2 +$4.88M
3 +$3.34M
4
AAPL icon
Apple
AAPL
+$1.87M
5
RACE icon
Ferrari
RACE
+$1.07M

Sector Composition

1 Financials 20.72%
2 Industrials 17.4%
3 Technology 16.22%
4 Consumer Discretionary 15.04%
5 Communication Services 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-98,414