BBI

Baxter Bros Inc Portfolio holdings

AUM $864M
1-Year Est. Return 22.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.08%
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 +$1.59M
2 +$1.36M
3 +$750K
4
HD icon
Home Depot
HD
+$592K
5
BMY icon
Bristol-Myers Squibb
BMY
+$440K

Top Sells

1 +$671K
2 +$491K
3 +$464K
4
IBM icon
IBM
IBM
+$335K
5
QCOM icon
Qualcomm
QCOM
+$298K

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