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
$207M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$280K
3
+$243K
4
RAX
Rackspace Hosting Inc
RAX
+$223K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$1.36M
2
+$279K
3
+$227K
4
AMZN icon
Amazon
AMZN
+$156K
5
POT
Potash Corp Of Saskatchewan
POT
+$71.3K

Sector Composition

1 Financials 62.64%
2 Energy 6.05%
3 Healthcare 5.55%
4 Technology 5.16%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.49%
30,350
-150
27
$1M 0.48%
10,850
-125
28
$995K 0.48%
14,025
29
$971K 0.47%
5,485
+235
30
$964K 0.46%
44,165
31
$920K 0.44%
14,375
-275
32
$908K 0.44%
27,225
33
$891K 0.43%
24,832
-245
34
$883K 0.43%
8,402
-225
35
$865K 0.42%
16,741
36
$857K 0.41%
14,400
-100
37
$853K 0.41%
14,380
-175
38
$844K 0.41%
17,725
-500
39
$836K 0.4%
9,818
+1,100
40
$823K 0.4%
32,206
-325
41
$811K 0.39%
10,941
-200
42
$798K 0.38%
7,992
+39
43
$786K 0.38%
6,466
44
$765K 0.37%
17,100
-350
45
$729K 0.35%
21,975
-300
46
$726K 0.35%
136,995
47
$704K 0.34%
8,125
+200
48
$702K 0.34%
22,335
-500
49
$699K 0.34%
3,075
-1,000
50
$681K 0.33%
16,475
-450
1
2
3 4 5