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
$232M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$746K
3
+$620K
4
ADBE icon
Adobe
ADBE
+$471K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$797K
2
+$667K
3
+$649K
4
CB icon
Chubb
CB
+$602K
5
TAL icon
TAL Education Group
TAL
+$532K

Sector Composition

1 Financials 63.86%
2 Healthcare 7.41%
3 Technology 6.06%
4 Consumer Discretionary 4.78%
5 Energy 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.52%
11,835
27
$1.18M 0.51%
14,802
-1
28
$1.16M 0.5%
15,280
29
$1.14M 0.49%
19,935
-3
30
$1.12M 0.48%
8,602
31
$1.1M 0.47%
16,805
+3,900
32
$1.08M 0.47%
7,782
+58
33
$1.04M 0.45%
21,468
+1,622
34
$1.01M 0.44%
26,540
35
$1M 0.43%
6,157
+249
36
$997K 0.43%
8,700
37
$968K 0.42%
26,000
38
$960K 0.41%
10,455
+4,873
39
$947K 0.41%
35,523
-800
40
$945K 0.41%
22,587
-481
41
$920K 0.4%
22,928
-300
42
$905K 0.39%
9,650
+5,025
43
$901K 0.39%
94,780
+2,372
44
$862K 0.37%
5,661
-13
45
$835K 0.36%
12,045
+525
46
$796K 0.34%
+36,650
47
$761K 0.33%
6,650
-5,674
48
$760K 0.33%
7,025
-444
49
$746K 0.32%
+48,290
50
$732K 0.32%
25,209
-47
1
2
3 4 5