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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.67%
78,790
+17,200
27
$2.83M 0.66%
14,363
+3,887
28
$2.81M 0.66%
12,441
+500
29
$2.69M 0.63%
45,151
+26,295
30
$2.56M 0.6%
162,116
+1,600
31
$2.4M 0.56%
32,800
+7,700
32
$2.3M 0.54%
9,655
+4,730
33
$2.25M 0.53%
9,300
-25
34
$2.14M 0.5%
12,876
+1,125
35
$2.11M 0.5%
9,153
-475
36
$1.97M 0.46%
8,993
+7,060
37
$1.96M 0.46%
25,737
-3,550
38
$1.8M 0.42%
8,946
+1,455
39
$1.79M 0.42%
31,113
+4,669
40
$1.69M 0.4%
+11,441
41
$1.65M 0.39%
40,975
-500
42
$1.65M 0.39%
+14,555
43
$1.59M 0.37%
11,472
+6,112
44
$1.59M 0.37%
22,605
45
$1.58M 0.37%
30,443
+9,375
46
$1.54M 0.36%
32,113
-436
47
$1.54M 0.36%
20,980
+2,880
48
$1.51M 0.35%
15,088
-3,492
49
$1.47M 0.34%
18,070
-1,234
50
$1.43M 0.33%
13,940
-150
1
2
3 4 5