BBI

Baxter Bros Inc Portfolio holdings

AUM $810M
1-Year Est. Return 16.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$865M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.93M
2
+$2.2M
3
+$2.01M
4
AAPL icon
Apple
AAPL
+$1.72M
5
SCHW icon
Charles Schwab
SCHW
+$1.71M

Top Sells

1
+$1.88M
2
+$1.31M
3
+$1.17M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$945K

Sector Composition

1 Financials 29.21%
2 Technology 22.53%
3 Communication Services 13.2%
4 Industrials 12.2%
5 Energy 6.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.6M 0.42%
66,155
-3,350
52
$3.54M 0.41%
45,536
-3,625
53
$3.49M 0.4%
98,284
+8
54
$3.42M 0.4%
31,405
-457
55
$3.37M 0.39%
39,865
+12,530
56
$3.36M 0.39%
1,758
+1,121
57
$3.35M 0.39%
24,665
-1,402
58
$3.08M 0.36%
6,177
-22
59
$3.05M 0.35%
11,712
+744
60
$3.02M 0.35%
4
61
$2.45M 0.28%
86,371
+1,325
62
$2.27M 0.26%
27,540
-890
63
$2.22M 0.26%
7,962
+1,377
64
$2.16M 0.25%
6,080
-426
65
$2.12M 0.25%
+8,774
66
$2.1M 0.24%
6,906
-486
67
$2.1M 0.24%
8,887
-710
68
$2.02M 0.23%
39,229
-1,147
69
$1.95M 0.23%
15,875
-465
70
$1.94M 0.22%
5,181
-100
71
$1.82M 0.21%
12,940
-290
72
$1.81M 0.21%
8,842
+4,800
73
$1.74M 0.2%
35,805
-7,835
74
$1.58M 0.18%
7,308
+622
75
$1.5M 0.17%
+7,352
1 2
3
4 5