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
76
$1.47M 0.17%
+24,518
77
$1.4M 0.16%
7,511
-411
78
$1.39M 0.16%
54,437
-1,151
79
$1.32M 0.15%
16,559
-1,871
80
$1.26M 0.15%
5,884
81
$1.24M 0.14%
2,066
-2
82
$1.23M 0.14%
2,685
-350
83
$1.21M 0.14%
18,065
84
$1.1M 0.13%
2,978
-208
85
$1.09M 0.13%
1,710
86
$1.08M 0.13%
14,420
-75
87
$1.05M 0.12%
1,571
88
$1.04M 0.12%
6,388
+2,850
89
$996K 0.12%
+35,980
90
$985K 0.11%
29,350
-21,200
91
$951K 0.11%
3,785
+2,075
92
$919K 0.11%
2,801
-3,368
93
$906K 0.1%
+16,719
94
$898K 0.1%
13,284
-67
95
$858K 0.1%
200
96
$833K 0.1%
9,927
-645
97
$786K 0.09%
27,826
-853
98
$779K 0.09%
19,852
-4,000
99
$771K 0.09%
8,152
+3,805
100
$738K 0.09%
7,821
+821
2 3
4
5 6