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
$598M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$464K
3
+$352K
4
ROK icon
Rockwell Automation
ROK
+$324K
5
LMT icon
Lockheed Martin
LMT
+$305K

Top Sells

1
+$1.22M
2
+$961K
3
+$911K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$531K
5
CUBI icon
Customers Bancorp
CUBI
+$517K

Sector Composition

1 Financials 57.51%
2 Technology 12.31%
3 Healthcare 7.61%
4 Industrials 4.6%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.53%
8,609
+502
27
$3.14M 0.53%
15,439
-516
28
$3.14M 0.52%
9,026
+533
29
$3.14M 0.52%
7,335
-125
30
$2.99M 0.5%
41,481
-13,346
31
$2.91M 0.49%
24,726
+445
32
$2.73M 0.46%
9,983
+575
33
$2.63M 0.44%
45,953
+6,141
34
$2.58M 0.43%
22,825
-3,835
35
$2.54M 0.42%
62,570
+5,560
36
$2.53M 0.42%
7,815
-320
37
$2.52M 0.42%
14,854
-50
38
$2.39M 0.4%
24,968
-1,800
39
$2.38M 0.4%
26,031
-350
40
$2.36M 0.39%
9,395
-30
41
$2.2M 0.37%
10,605
-640
42
$2.19M 0.37%
7,497
+657
43
$2.17M 0.36%
16,440
-505
44
$2.16M 0.36%
23,736
45
$2.14M 0.36%
36,801
+1,681
46
$2.14M 0.36%
9,312
+152
47
$2.1M 0.35%
12,745
-150
48
$2.05M 0.34%
12,182
-5
49
$2.04M 0.34%
5,096
+221
50
$1.93M 0.32%
33,314
-21,021
1
2
3 4 5