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
$528M
AUM Growth
+$65.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$2.33M
3
+$752K
4
MRK icon
Merck
MRK
+$577K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$527K

Top Sells

1
+$922K
2
+$637K
3
+$572K
4
INTC icon
Intel
INTC
+$436K
5
CVX icon
Chevron
CVX
+$371K

Sector Composition

1 Technology 26.25%
2 Financials 19.82%
3 Communication Services 13.1%
4 Industrials 11.42%
5 Healthcare 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.71M 0.89%
17,855
+12
27
$4.7M 0.89%
85,682
+961
28
$4.69M 0.89%
19,746
-324
29
$4.6M 0.87%
112,955
+295
30
$4.32M 0.82%
20,122
-65
31
$4.22M 0.8%
59,178
-2,180
32
$4.04M 0.76%
15,552
-50
33
$3.83M 0.72%
11
34
$3.81M 0.72%
126,137
-30,533
35
$3.1M 0.59%
41,803
-112
36
$3M 0.57%
43,710
37
$2.99M 0.57%
48,260
+2,923
38
$2.93M 0.56%
96,742
+124
39
$2.93M 0.55%
19,743
-1,141
40
$2.92M 0.55%
8,216
-526
41
$2.8M 0.53%
32,706
-799
42
$2.51M 0.48%
15,400
-600
43
$2.5M 0.47%
58,860
-6,700
44
$2.38M 0.45%
+20,945
45
$2.25M 0.43%
3,393
+73
46
$2.04M 0.39%
7,448
47
$1.99M 0.38%
23,584
-4,390
48
$1.91M 0.36%
5,063
+350
49
$1.71M 0.32%
21,265
50
$1.67M 0.32%
28,429
+1,632
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