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
$625M
AUM Growth
-$6.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$15.5M
3 +$5.05M
4
MMM icon
3M
MMM
+$4.36M
5
T icon
AT&T
T
+$2.96M

Top Sells

1 +$16.1M
2 +$2.88M
3 +$1.32M
4
MSFT icon
Microsoft
MSFT
+$831K
5
SHW icon
Sherwin-Williams
SHW
+$477K

Sector Composition

1 Technology 27.87%
2 Financials 22.86%
3 Communication Services 14.56%
4 Industrials 11.42%
5 Healthcare 8.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-346
127
-3,400