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
$557M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$7.01M
2 +$774K
3 +$561K
4
NFLX icon
Netflix
NFLX
+$514K
5
INTU icon
Intuit
INTU
+$477K

Top Sells

1 +$13.4M
2 +$1.04M
3 +$808K
4
SBUX icon
Starbucks
SBUX
+$366K
5
PYPL icon
PayPal
PYPL
+$334K

Sector Composition

1 Technology 27.63%
2 Financials 22.67%
3 Communication Services 13.87%
4 Industrials 12.81%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,475
127
-9,675