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
$818M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$3.41M
3
+$1.55M
4
AXP icon
American Express
AXP
+$1.27M
5
CVX icon
Chevron
CVX
+$1.16M

Top Sells

1
+$2.41M
2
+$2.09M
3
+$1.19M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.09M
5
LHX icon
L3Harris
LHX
+$840K

Sector Composition

1 Financials 28.9%
2 Technology 24.24%
3 Communication Services 12.51%
4 Industrials 11.9%
5 Energy 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9.84K ﹤0.01%
10,000
152
– –
-7,450
153
– –
-2,325
154
– –
-6,911
155
– –
-1,989
156
– –
-6,690
157
– –
-860
3 4 5 6
7