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
$730M
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.36M
3
+$736K
4
ZTS icon
Zoetis
ZTS
+$672K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$659K

Top Sells

1
+$2.55M
2
+$1.84M
3
+$817K
4
MTN icon
Vail Resorts
MTN
+$657K
5
ADSK icon
Autodesk
ADSK
+$599K

Sector Composition

1 Financials 54.28%
2 Technology 14.92%
3 Healthcare 7.57%
4 Industrials 4.7%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.88M 0.53%
7,135
-100
27
$3.84M 0.53%
12,652
+407
28
$3.68M 0.5%
36,703
+10
29
$3.58M 0.49%
7,910
-280
30
$3.57M 0.49%
15,789
+35
31
$3.55M 0.49%
6,390
-988
32
$3.48M 0.48%
33,513
+222
33
$3.35M 0.46%
10,053
34
$3.27M 0.45%
21,945
-25
35
$3.17M 0.43%
22,180
-461
36
$3.1M 0.42%
16,880
-25
37
$3.07M 0.42%
56,820
-550
38
$3.06M 0.42%
9,748
-37
39
$2.96M 0.41%
20,258
-1,625
40
$2.78M 0.38%
16,016
-341
41
$2.69M 0.37%
15,888
-936
42
$2.64M 0.36%
12,391
+250
43
$2.61M 0.36%
13,451
-149
44
$2.6M 0.36%
10,119
-59
45
$2.48M 0.34%
35,040
+700
46
$2.47M 0.34%
6,395
+1,201
47
$2.37M 0.32%
24,380
-997
48
$2.36M 0.32%
14,309
-700
49
$2.33M 0.32%
10,581
50
$2.3M 0.31%
71,255
+22,815
1
2
3 4 5