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
$272M
AUM Growth
-$256K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.22M
2
+$350K
3
+$256K
4
DD
Du Pont De Nemours E I
DD
+$38.8K

Sector Composition

1 Financials 18.26%
2 Technology 16.53%
3 Industrials 14.24%
4 Consumer Staples 11.5%
5 Energy 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$104K 0.04%
58,000
102
$101K 0.04%
1,000
103
– –
-4,737
1 2 3 4
5