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
$226M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$460K
3
+$288K
4
SDRL
Seadrill Limited Common Stock
SDRL
+$218K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$210K

Top Sells

1
+$1.5M
2
+$910K
3
+$434K
4
NFLX icon
Netflix
NFLX
+$374K
5
VOD icon
Vodafone
VOD
+$322K

Sector Composition

1 Financials 62.61%
2 Healthcare 5.99%
3 Energy 5.89%
4 Technology 5.02%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 0.51%
10,375
+125
27
$1.14M 0.5%
67,600
28
$1.09M 0.48%
14,075
-150
29
$1.05M 0.47%
19,626
30
$1.04M 0.46%
17,141
+200
31
$976K 0.43%
5,302
32
$961K 0.43%
35,056
-300
33
$933K 0.41%
14,380
34
$904K 0.4%
11,041
+100
35
$890K 0.39%
7,175
36
$889K 0.39%
11,875
+50
37
$879K 0.39%
17,100
38
$874K 0.39%
26,725
-500
39
$873K 0.39%
7,693
40
$867K 0.38%
17,725
41
$846K 0.37%
21,975
42
$845K 0.37%
59,800
+32,550
43
$838K 0.37%
11,330
+900
44
$833K 0.37%
28,796
45
$832K 0.37%
8,552
46
$819K 0.36%
16,475
47
$818K 0.36%
23,090
-594
48
$814K 0.36%
9,818
49
$813K 0.36%
3,215
50
$785K 0.35%
22,735
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