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
$315M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$800K
2
+$617K
3
+$204K
4
NSP icon
Insperity
NSP
+$187K
5
VMC icon
Vulcan Materials
VMC
+$156K

Top Sells

1
+$918K
2
+$887K
3
+$840K
4
PAG icon
Penske Automotive Group
PAG
+$313K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$283K

Sector Composition

1 Financials 64.86%
2 Technology 7.61%
3 Healthcare 6.58%
4 Consumer Discretionary 4.58%
5 Industrials 3.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.5%
10,000
-100
27
$1.54M 0.49%
3,930
+75
28
$1.47M 0.47%
20,269
29
$1.39M 0.44%
18,420
30
$1.39M 0.44%
32,489
31
$1.35M 0.43%
7,773
+200
32
$1.35M 0.43%
25,052
33
$1.32M 0.42%
8,272
34
$1.3M 0.41%
20,335
+550
35
$1.29M 0.41%
10,028
36
$1.27M 0.4%
93,400
37
$1.27M 0.4%
13,725
-100
38
$1.25M 0.4%
23,820
-400
39
$1.2M 0.38%
72,175
-500
40
$1.18M 0.37%
13,100
41
$1.18M 0.37%
7,040
42
$1.17M 0.37%
12,480
+2,000
43
$1.15M 0.37%
41,575
+1,900
44
$1.13M 0.36%
14,957
45
$1.12M 0.36%
61,477
46
$1.03M 0.33%
18,393
+200
47
$992K 0.32%
5,775
+100
48
$989K 0.31%
19,100
49
$984K 0.31%
3,050
50
$970K 0.31%
26,270
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