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
$296M
AUM Growth
+$9.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$1.54M
2 +$1.26M
3 +$739K
4
HD icon
Home Depot
HD
+$572K
5
TRP icon
TC Energy
TRP
+$371K

Top Sells

1 +$653K
2 +$513K
3 +$453K
4
QCOM icon
Qualcomm
QCOM
+$336K
5
IBM icon
IBM
IBM
+$335K

Sector Composition

1 Financials 17.79%
2 Technology 14.59%
3 Industrials 14.34%
4 Communication Services 11.51%
5 Consumer Staples 11.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$91K 0.03%
34,000
+15,300
102
$58K 0.02%
19,358