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
$491K
AUM Growth
-$35.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$990
2
+$938
3
+$373
4
ON icon
ON Semiconductor
ON
+$258
5
SRPT icon
Sarepta Therapeutics
SRPT
+$254

Top Sells

1
+$1.03K
2
+$1K
3
+$818
4
DELL icon
Dell
DELL
+$731
5
GMRE
Global Medical REIT
GMRE
+$594

Sector Composition

1 Technology 11.15%
2 Healthcare 9.29%
3 Financials 7.74%
4 Industrials 5.22%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67K 0.54%
34,037
+516
27
$2.61K 0.53%
8,910
-585
28
$2.51K 0.51%
26,856
-1,250
29
$2.42K 0.49%
199,730
-5,630
30
$2.4K 0.49%
39,875
-2,625
31
$2.36K 0.48%
14,742
+164
32
$2.36K 0.48%
14,447
+30
33
$2.32K 0.47%
27,909
-309
34
$2.31K 0.47%
7,148
+358
35
$2.25K 0.46%
7,776
+259
36
$2.25K 0.46%
11,977
-686
37
$2.24K 0.46%
26,555
-2,669
38
$2.08K 0.42%
23,820
-3,403
39
$2.07K 0.42%
8,955
+13
40
$2.02K 0.41%
9,431
-200
41
$2.02K 0.41%
7,328
-160
42
$1.99K 0.41%
65,995
-1,640
43
$1.95K 0.4%
34,030
-275
44
$1.92K 0.39%
13,341
+129
45
$1.88K 0.38%
19,530
-50
46
$1.86K 0.38%
1,717
-28
47
$1.86K 0.38%
8,095
+66
48
$1.82K 0.37%
4,545
-105
49
$1.68K 0.34%
11,268
-460
50
$1.64K 0.33%
7,911
-390
1
2
3 4 5