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
$557M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$853K
2 +$651K
3 +$560K
4
INTU icon
Intuit
INTU
+$513K
5
META icon
Meta Platforms (Facebook)
META
+$412K

Top Sells

1 +$1.04M
2 +$768K
3 +$366K
4
PYPL icon
PayPal
PYPL
+$334K
5
TRP icon
TC Energy
TRP
+$324K

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
-1,500