BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
-7.49%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$526K
AUM Growth
-$134K
(-20%)
Cap. Flow
-$14.2K
Cap. Flow
% of AUM
-2.71%
Top 10 Holdings %
Top 10 Hldgs %
55.52%
Holding
243
New
2
Increased
61
Reduced
111
Closed
28
Top Buys
| 1 |
Intuitive Surgical
ISRG
|
$1.07K |
| 2 |
Baker Hughes
BKR
|
$888 |
| 3 |
GlobalFoundries
GFS
|
$654 |
| 4 |
Charles Schwab
SCHW
|
$421 |
| 5 |
Skechers
SKX
|
$317 |
Top Sells
| 1 |
Magna International
MGA
|
$974 |
| 2 |
Texas Pacific Land
TPL
|
$946 |
| 3 |
Walt Disney
DIS
|
$845 |
| 4 |
Mettler-Toledo International
MTD
|
$797 |
| 5 |
Blackrock
BLK
|
$666 |
Sector Composition
| 1 | Technology | 11.78% |
| 2 | Healthcare | 9.61% |
| 3 | Financials | 7.99% |
| 4 | Industrials | 5.49% |
| 5 | Consumer Discretionary | 4.29% |
