BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$504K
2
+$319K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$240K
5
SHPG
Shire pic
SHPG
+$232K

Top Sells

1
+$604K
2
+$128K
3
+$62.8K
4
AMZN icon
Amazon
AMZN
+$47.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.8K

Sector Composition

1 Financials 61.41%
2 Healthcare 6.15%
3 Energy 6.01%
4 Technology 5.17%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.53%
17,300
27
$1.14M 0.51%
14,225
+200
28
$1.03M 0.47%
19,626
29
$1.02M 0.46%
14,400
30
$991K 0.45%
16,941
+200
31
$990K 0.45%
24,709
-123
32
$951K 0.43%
5,302
-183
33
$941K 0.42%
28,796
+15,425
34
$938K 0.42%
14,380
35
$910K 0.41%
14,375
36
$903K 0.41%
17,100
37
$902K 0.41%
7,693
-299
38
$901K 0.41%
27,225
39
$889K 0.4%
35,356
+3,150
40
$886K 0.4%
8,552
+150
41
$878K 0.4%
17,725
42
$873K 0.39%
10,941
43
$866K 0.39%
3,215
+140
44
$846K 0.38%
11,825
45
$844K 0.38%
9,818
46
$842K 0.38%
21,975
47
$841K 0.38%
10,430
+2,530
48
$821K 0.37%
5,712
49
$808K 0.36%
6,466
50
$803K 0.36%
22,735
+400
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