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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.51%
14,875
27
$1.31M 0.51%
10,430
+130
28
$1.28M 0.5%
29,738
+800
29
$1.28M 0.5%
+30,187
30
$1.23M 0.48%
18,775
31
$1.21M 0.47%
17,625
-100
32
$1.21M 0.47%
37,200
-4,000
33
$1.16M 0.45%
11,683
+50
34
$1.12M 0.44%
11,675
35
$1.06M 0.41%
35,756
36
$1.06M 0.41%
68,100
+500
37
$1.05M 0.41%
7,633
38
$1.05M 0.41%
16,741
39
$1.04M 0.4%
23,045
+370
40
$1M 0.39%
14,530
41
$986K 0.38%
23,312
+300
42
$979K 0.38%
5,637
43
$974K 0.38%
8,700
44
$934K 0.36%
17,035
45
$894K 0.35%
8,852
-125
46
$882K 0.34%
18,600
47
$863K 0.33%
8,250
-25
48
$833K 0.32%
22,935
49
$790K 0.31%
19,926
+300
50
$775K 0.3%
12,925
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