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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88K 0.55%
28,218
-71
27
$2.83K 0.54%
7,510
-525
28
$2.82K 0.54%
9,495
-1,340
29
$2.74K 0.52%
7,488
-166
30
$2.6K 0.49%
33,521
-2,255
31
$2.5K 0.48%
28,106
-7
32
$2.46K 0.47%
9,631
+95
33
$2.43K 0.46%
42,500
+2,225
34
$2.4K 0.46%
14,417
-400
35
$2.33K 0.44%
27,223
+623
36
$2.23K 0.42%
29,224
-2,933
37
$2.23K 0.42%
14,578
-402
38
$2.21K 0.42%
12,663
+21
39
$2.21K 0.42%
8,942
-232
40
$2.2K 0.42%
6,790
-572
41
$2.14K 0.41%
19,580
-500
42
$2.12K 0.4%
7,517
-99
43
$2.1K 0.4%
67,635
-1,100
44
$2.01K 0.38%
8,301
-276
45
$2K 0.38%
1,745
-694
46
$1.97K 0.37%
50,182
+855
47
$1.96K 0.37%
16,686
+227
48
$1.91K 0.36%
13,212
-674
49
$1.87K 0.36%
8,029
-100
50
$1.86K 0.35%
34,305
-1,945
1
2
3 4 5