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
$1.26B
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$6.28M
3 +$4.82M
4
RY icon
Royal Bank of Canada
RY
+$1.72M
5
TDG icon
TransDigm Group
TDG
+$1.34M

Top Sells

1 +$20.9M
2 +$1.46M
3 +$1.25M
4
NFLX icon
Netflix
NFLX
+$1.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$894K

Sector Composition

1 Financials 21.26%
2 Industrials 16.67%
3 Technology 16.14%
4 Communication Services 14.44%
5 Consumer Discretionary 12.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,054