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
$759M
AUM Growth
-$5.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.48M
3
+$1.18M
4
BLK icon
Blackrock
BLK
+$1.14M
5
WRB icon
W.R. Berkley
WRB
+$926K

Top Sells

1
+$1.6M
2
+$1.54M
3
+$1.35M
4
QCOM icon
Qualcomm
QCOM
+$1.31M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.22M

Sector Composition

1 Financials 29.44%
2 Technology 22.75%
3 Industrials 11.91%
4 Communication Services 11.22%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,767
152
– –
-1,574
153
– –
-1,680
154
– –
-18,477
155
– –
-868
156
– –
-3,135
157
– –
-3,116
158
– –
-1,520
159
– –
-2,452
3 4 5 6
7