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
$428M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1 +$9.07M
2 +$3M
3 +$1.01M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$385K
5
FDX icon
FedEx
FDX
+$278K

Top Sells

1 +$831K
2 +$586K
3 +$414K
4
ECL icon
Ecolab
ECL
+$325K
5
SNA icon
Snap-on
SNA
+$318K

Sector Composition

1 Financials 22.41%
2 Technology 21.17%
3 Industrials 15.81%
4 Communication Services 11.53%
5 Healthcare 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-15,000
102
-10,200