BIM

Baldwin Investment Management Portfolio holdings

AUM $873M
1-Year Est. Return 18.71%
This Quarter Est. Return
1 Year Est. Return
+18.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$208K 0.04%
851
-155
227
$208K 0.04%
+820
228
$207K 0.04%
+4,150
229
$206K 0.04%
+500
230
$202K 0.04%
+3,900
231
$202K 0.04%
+2,142
232
$202K 0.04%
+6,600
233
$201K 0.04%
+3,940
234
– –
-5,050
6 7 8 9
10