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
$311M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$983K
3
+$962K
4
BUD
ANHEUSER BUSCH COS INC
BUD
+$647K
5
AMZN icon
Amazon
AMZN
+$544K

Top Sells

1
+$706K
2
+$551K
3
+$492K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$472K
5
IBM icon
IBM
IBM
+$373K

Sector Composition

1 Financials 19.44%
2 Technology 14.77%
3 Industrials 14.58%
4 Communication Services 11.93%
5 Consumer Staples 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,808
102
– –
-8,430
103
– –
-9,115
104
– –
-3,647
105
– –
-3,403
106
– –
-13,440
1 2 3 4
5