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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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