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
$234M
AUM Growth
+$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$525K
2
+$356K
3
+$235K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$209K
5
RYAAY icon
Ryanair
RYAAY
+$191K

Top Sells

1
+$940K
2
+$516K
3
+$347K
4
PAA icon
Plains All American Pipeline
PAA
+$269K
5
INTC icon
Intel
INTC
+$166K

Sector Composition

1 Financials 64%
2 Healthcare 7.3%
3 Technology 6.08%
4 Consumer Discretionary 4.73%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.53%
14,050
27
$1.21M 0.52%
19,192
-300
28
$1.09M 0.47%
15,100
-900
29
$1.09M 0.46%
7,375
-377
30
$1.06M 0.45%
15,975
-500
31
$1.05M 0.45%
9,650
32
$1.03M 0.44%
25,680
-700
33
$1.02M 0.44%
37,750
+2,100
34
$1.01M 0.43%
8,700
35
$1M 0.43%
7,402
-1,200
36
$1M 0.43%
22,803
37
$990K 0.42%
24,776
+2,550
38
$982K 0.42%
25,260
-700
39
$965K 0.41%
24,134
40
$945K 0.4%
5,412
-625
41
$922K 0.39%
20,818
-550
42
$921K 0.39%
21,775
-300
43
$892K 0.38%
11,270
+1,025
44
$830K 0.35%
7,025
45
$824K 0.35%
11,472
-535
46
$814K 0.35%
47,170
-2,500
47
$788K 0.34%
25,745
48
$788K 0.34%
6,525
-100
49
$773K 0.33%
5,446
-42
50
$728K 0.31%
92,298
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