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
$1.23B
AUM Growth
-$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$15.7M
2 +$1.95M
3 +$640K
4
BMO icon
Bank of Montreal
BMO
+$406K
5
ADBE icon
Adobe
ADBE
+$398K

Top Sells

1 +$1.54M
2 +$1.31M
3 +$1.13M
4
NFLX icon
Netflix
NFLX
+$1M
5
V icon
Visa
V
+$789K

Sector Composition

1 Financials 21.85%
2 Industrials 16.06%
3 Technology 14.93%
4 Communication Services 13.92%
5 Consumer Discretionary 12.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-11,306
52
-3,824