BBI

Baxter Bros Inc Portfolio holdings

AUM $865M
1-Year Est. Return 20.58%
This Quarter Est. Return
1 Year Est. Return
+20.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$428M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$8.7M
2
+$2.97M
3
+$976K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$403K
5
HD icon
Home Depot
HD
+$290K

Top Sells

1
+$838K
2
+$601K
3
+$469K
4
ECL icon
Ecolab
ECL
+$353K
5
EW icon
Edwards Lifesciences
EW
+$333K

Sector Composition

1 Financials 22.41%
2 Technology 21.17%
3 Industrials 15.81%
4 Communication Services 11.41%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.53M 1.06%
24,211
+55
27
$4.18M 0.98%
22,005
-50
28
$3.87M 0.9%
67,894
+1,436
29
$3.81M 0.89%
20,995
+1,575
30
$3.58M 0.84%
76,439
-4,282
31
$3.4M 0.8%
51,002
-9,004
32
$3.3M 0.77%
19,810
-690
33
$3.29M 0.77%
40,577
-79
34
$3.08M 0.72%
44,908
-3,214
35
$3.04M 0.71%
96,284
-26,505
36
$2.73M 0.64%
22,194
-822
37
$2.71M 0.63%
9
38
$2.71M 0.63%
22,102
-672
39
$2.63M 0.61%
13,712
+1,510
40
$2.24M 0.52%
27,810
-400
41
$2.06M 0.48%
6,865
-240
42
$2.03M 0.48%
48,190
-665
43
$2.01M 0.47%
10,543
-139
44
$1.95M 0.46%
29,653
+14,827
45
$1.89M 0.44%
11,565
-350
46
$1.85M 0.43%
14,825
-550
47
$1.8M 0.42%
65,313
-125
48
$1.47M 0.34%
16,450
-50
49
$1.41M 0.33%
8,000
-2,000
50
$1.41M 0.33%
23,753
-2,083
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2
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