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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.65%
55,955
+10,804
27
$3.29M 0.65%
8,785
28
$3.23M 0.64%
12,161
+1,636
29
$3.22M 0.64%
12,341
-100
30
$3.01M 0.6%
11,425
+1,770
31
$2.9M 0.57%
33,140
+340
32
$2.84M 0.56%
9,303
+150
33
$2.81M 0.55%
214,920
-11,960
34
$2.68M 0.53%
10,173
+1,227
35
$2.4M 0.48%
14,976
+2,100
36
$2.3M 0.46%
32,208
+1,095
37
$2.29M 0.45%
29,659
+9,443
38
$2.28M 0.45%
27,400
+18,350
39
$2.2M 0.43%
14,811
+3,339
40
$2.19M 0.43%
10,195
+1,202
41
$2.11M 0.42%
19,345
+1,275
42
$2.1M 0.42%
9,370
+70
43
$2.1M 0.41%
22,805
+200
44
$2.09M 0.41%
23,820
+2,840
45
$2.06M 0.41%
17,430
+2,875
46
$1.9M 0.38%
14,107
+2,666
47
$1.88M 0.37%
41,275
+300
48
$1.84M 0.36%
10,155
+1,814
49
$1.82M 0.36%
25,437
-300
50
$1.79M 0.35%
11,725
+4,050
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