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
$265M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$296K
3
+$266K
4
EGN
Energen
EGN
+$199K
5
IBN icon
ICICI Bank
IBN
+$54.4K

Top Sells

1
+$1.26M
2
+$549K
3
+$453K
4
APA icon
APA Corp
APA
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$185K

Sector Composition

1 Financials 68.83%
2 Healthcare 6.66%
3 Technology 6.23%
4 Consumer Discretionary 4.15%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.51%
+24,402
27
$1.35M 0.51%
25,100
28
$1.33M 0.5%
11,436
29
$1.32M 0.5%
16,088
30
$1.17M 0.44%
24,020
31
$1.16M 0.44%
6,627
32
$1.16M 0.44%
39,200
33
$1.15M 0.43%
16,440
+100
34
$1.14M 0.43%
14,250
35
$1.09M 0.41%
20,500
36
$1.08M 0.41%
13,300
-75
37
$1.03M 0.39%
30,660
+30
38
$1.01M 0.38%
4,477
-10
39
$972K 0.37%
17,618
-925
40
$971K 0.37%
25,848
+65
41
$960K 0.36%
22,773
+35
42
$959K 0.36%
75,800
43
$954K 0.36%
19,900
-200
44
$940K 0.35%
11,107
45
$909K 0.34%
4,437
-139
46
$886K 0.33%
7,890
+90
47
$884K 0.33%
6,325
48
$874K 0.33%
6,725
49
$854K 0.32%
16,483
-200
50
$839K 0.32%
10,360
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