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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$1.93M
3
+$1.91M
4
TGP
Teekay LNG Partners L.P.
TGP
+$1.68M
5
XOM icon
Exxon Mobil
XOM
+$1.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 64.17%
2 Energy 5.97%
3 Healthcare 4.93%
4 Technology 4.85%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$675K 0.33%
+7,900
52
$664K 0.33%
+136,995
53
$657K 0.33%
+5,870
54
$651K 0.32%
+22,835
55
$631K 0.31%
+10,300
56
$604K 0.3%
+7,175
57
$595K 0.29%
+8,150
58
$581K 0.29%
+2,500
59
$563K 0.28%
+5,712
60
$555K 0.27%
+23,684
61
$552K 0.27%
+12,325
62
$547K 0.27%
+9,800
63
$544K 0.27%
+3,595
64
$543K 0.27%
+17,755
65
$543K 0.27%
+13,985
66
$535K 0.26%
+13,129
67
$533K 0.26%
+33,225
68
$524K 0.26%
+16,000
69
$518K 0.26%
+9,000
70
$513K 0.25%
+27,989
71
$490K 0.24%
+8,700
72
$448K 0.22%
+7,850
73
$447K 0.22%
+18,350
74
$446K 0.22%
+7,850
75
$440K 0.22%
+40
1 2
3
4 5