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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.74M 0.58%
16,166
-1,220
27
$3.52M 0.55%
31,966
-2,500
28
$3.44M 0.54%
7,235
-100
29
$3.42M 0.53%
21,833
-801
30
$3.1M 0.49%
36,892
-4,589
31
$3.09M 0.48%
8,015
+200
32
$2.95M 0.46%
9,993
+10
33
$2.95M 0.46%
22,175
-650
34
$2.93M 0.46%
13,550
+805
35
$2.86M 0.45%
8,488
+991
36
$2.65M 0.41%
24,393
-575
37
$2.56M 0.4%
25,636
+910
38
$2.51M 0.39%
14,759
-95
39
$2.5M 0.39%
26,081
+50
40
$2.48M 0.39%
23,936
+200
41
$2.44M 0.38%
4,971
-125
42
$2.4M 0.38%
10,806
+201
43
$2.4M 0.38%
55,820
-6,750
44
$2.38M 0.37%
16,865
+425
45
$2.34M 0.37%
9,680
+285
46
$2.27M 0.36%
17,039
+661
47
$2.25M 0.35%
9,331
+980
48
$2.24M 0.35%
15,178
+590
49
$2.2M 0.34%
12,301
-100
50
$2.15M 0.34%
35,355
-10,598
1
2
3 4 5