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
$231M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$281K
3
+$280K
4
CCL icon
Carnival Corp
CCL
+$216K
5
NBL
Noble Energy, Inc.
NBL
+$143K

Top Sells

1
+$2.09M
2
+$343K
3
+$288K
4
MR
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
+$257K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Sector Composition

1 Financials 60.91%
2 Energy 6.56%
3 Healthcare 6.53%
4 Technology 5.2%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.52%
14,875
27
$1.2M 0.52%
98,925
+39,125
28
$1.18M 0.51%
6,975
-200
29
$1.15M 0.5%
19,626
30
$1.1M 0.47%
67,600
31
$1.08M 0.47%
14,075
32
$1.04M 0.45%
18,425
+1,325
33
$1.02M 0.44%
12,429
+1,099
34
$1M 0.43%
11,111
+70
35
$998K 0.43%
9,918
+100
36
$991K 0.43%
14,530
+150
37
$968K 0.42%
26,825
+100
38
$957K 0.41%
8,977
+425
39
$953K 0.41%
16,541
-600
40
$942K 0.41%
35,756
+700
41
$937K 0.41%
29,046
+250
42
$919K 0.4%
5,302
43
$914K 0.4%
7,633
-60
44
$913K 0.39%
22,325
+350
45
$899K 0.39%
23,012
-78
46
$895K 0.39%
17,035
+560
47
$880K 0.38%
11,675
-200
48
$855K 0.37%
22,735
49
$853K 0.37%
5,637
50
$851K 0.37%
17,725
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