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
$223M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$289K
3
+$226K
4
LVS icon
Las Vegas Sands
LVS
+$207K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$7.71M
2
+$2.35M
3
+$901K
4
TOO
Teekay Offshore Partners L.P.
TOO
+$453K
5
TGP
Teekay LNG Partners L.P.
TGP
+$290K

Sector Composition

1 Financials 62.33%
2 Healthcare 8.24%
3 Technology 5.38%
4 Consumer Discretionary 5.15%
5 Energy 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.53%
19,938
-197
27
$1.18M 0.53%
19,602
+402
28
$1.16M 0.52%
15,280
-50
29
$1.16M 0.52%
14,803
+251
30
$1.15M 0.52%
11,835
31
$1.09M 0.49%
11,152
+2
32
$1.08M 0.48%
19,846
+486
33
$1.06M 0.48%
8,602
-100
34
$1.04M 0.47%
23,228
-117
35
$1.04M 0.47%
23,068
+143
36
$1.03M 0.46%
26,540
-400
37
$994K 0.45%
128,364
38
$987K 0.44%
26,000
-200
39
$977K 0.44%
14,670
40
$973K 0.44%
7,724
+1
41
$954K 0.43%
8,700
42
$933K 0.42%
36,323
-333
43
$880K 0.4%
5,908
+101
44
$869K 0.39%
12,905
45
$847K 0.38%
5,674
+31
46
$832K 0.37%
11,520
+1,650
47
$797K 0.36%
3,437
-133
48
$774K 0.35%
92,408
49
$767K 0.34%
7,469
-531
50
$744K 0.33%
25,256
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