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
$253M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$228K
3
+$227K
4
NVS icon
Novartis
NVS
+$201K
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$124K

Top Sells

1
+$1.49M
2
+$435K
3
+$226K
4
CELG
Celgene Corp
CELG
+$164K
5
LOW icon
Lowe's Companies
LOW
+$134K

Sector Composition

1 Financials 63.01%
2 Healthcare 7.36%
3 Technology 5.18%
4 Energy 5.14%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.38M 0.55%
29,738
27
$1.3M 0.51%
6,190
+110
28
$1.3M 0.51%
30,812
+625
29
$1.27M 0.5%
68,100
30
$1.23M 0.49%
11,875
+200
31
$1.18M 0.47%
15,825
-1,800
32
$1.14M 0.45%
+3,813
33
$1.12M 0.44%
19,150
+375
34
$1.12M 0.44%
11,850
+167
35
$1.09M 0.43%
7,902
+269
36
$1.09M 0.43%
24,112
+800
37
$1.07M 0.42%
23,045
38
$1.05M 0.41%
19,260
+2,225
39
$1.04M 0.41%
17,116
+375
40
$1.02M 0.41%
14,755
+225
41
$1.02M 0.4%
8,802
-50
42
$988K 0.39%
8,700
43
$977K 0.39%
15,350
+620
44
$937K 0.37%
36,656
+900
45
$933K 0.37%
5,637
46
$930K 0.37%
1,889
47
$907K 0.36%
18,550
-50
48
$862K 0.34%
18,200
+1,600
49
$844K 0.33%
23,385
+450
50
$830K 0.33%
8,250
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