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

Top Buys

1 +$1.68M
2 +$712K
3 +$606K
4
QCOM icon
Qualcomm
QCOM
+$587K
5
INTC icon
Intel
INTC
+$479K

Top Sells

1 +$577K
2 +$461K
3 +$358K
4
MSFT icon
Microsoft
MSFT
+$329K
5
WFC icon
Wells Fargo
WFC
+$255K

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