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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$1.93M
3
+$1.91M
4
TGP
Teekay LNG Partners L.P.
TGP
+$1.68M
5
XOM icon
Exxon Mobil
XOM
+$1.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 64.17%
2 Energy 5.97%
3 Healthcare 4.93%
4 Technology 4.85%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$972K 0.48%
+19,626
27
$968K 0.48%
+44,165
28
$959K 0.47%
+5,250
29
$937K 0.46%
+30,500
30
$929K 0.46%
+10,975
31
$921K 0.46%
+4,075
32
$890K 0.44%
+8,627
33
$886K 0.44%
+14,500
34
$884K 0.44%
+16,741
35
$884K 0.44%
+27,225
36
$834K 0.41%
+14,555
37
$832K 0.41%
+14,025
38
$815K 0.4%
+11,141
39
$777K 0.38%
+22,275
40
$768K 0.38%
+32,531
41
$765K 0.38%
+6,466
42
$745K 0.37%
+18,225
43
$735K 0.36%
+25,077
44
$731K 0.36%
+8,718
45
$727K 0.36%
+7,953
46
$721K 0.36%
+17,450
47
$698K 0.35%
+16,925
48
$696K 0.34%
+12,175
49
$688K 0.34%
+6,192
50
$680K 0.34%
+7,925
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