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
$320M
AUM Growth
+$9.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$708K
3 +$594K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$593K
5
INTC icon
Intel
INTC
+$481K

Top Sells

1 +$581K
2 +$463K
3 +$348K
4
MSFT icon
Microsoft
MSFT
+$320K
5
WFC icon
Wells Fargo
WFC
+$260K

Sector Composition

1 Financials 19.7%
2 Technology 14.84%
3 Industrials 14%
4 Communication Services 12.48%
5 Consumer Staples 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$202K 0.06%
+4,534
102
$127K 0.04%
14,200
-20,000
103
$98K 0.03%
21,500
+1,629
104
-3,433