BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.5%
19,985
-450
27
$1.58M 0.5%
24,423
28
$1.56M 0.49%
90,500
+2,000
29
$1.55M 0.49%
7,040
+3,600
30
$1.47M 0.46%
10,200
+300
31
$1.46M 0.46%
60,170
32
$1.46M 0.46%
13,100
-25
33
$1.45M 0.46%
29,700
+300
34
$1.43M 0.45%
21,265
+5,175
35
$1.39M 0.44%
8,421
+1,794
36
$1.38M 0.43%
18,775
+14,175
37
$1.37M 0.43%
24,220
+200
38
$1.34M 0.42%
14,025
-125
39
$1.31M 0.41%
10,028
-87
40
$1.3M 0.41%
7,702
+5,929
41
$1.28M 0.4%
13,957
+2,400
42
$1.24M 0.39%
20,269
+69
43
$1.19M 0.37%
6,075
+2,800
44
$1.18M 0.37%
5,182
+755
45
$1.16M 0.36%
39,675
46
$1.15M 0.36%
+9,900
47
$1.14M 0.36%
30,965
48
$1.11M 0.35%
72,675
-125
49
$1.09M 0.34%
+3,250
50
$1.08M 0.34%
19,400
+200
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2
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