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
$207M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$280K
3
+$243K
4
RAX
Rackspace Hosting Inc
RAX
+$223K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$1.36M
2
+$279K
3
+$227K
4
AMZN icon
Amazon
AMZN
+$156K
5
POT
Potash Corp Of Saskatchewan
POT
+$71.3K

Sector Composition

1 Financials 62.64%
2 Energy 6.05%
3 Healthcare 5.55%
4 Technology 5.16%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$672K 0.32%
10,300
52
$671K 0.32%
11,825
-350
53
$661K 0.32%
5,870
54
$652K 0.31%
5,712
55
$651K 0.31%
17,755
56
$651K 0.31%
12,325
57
$649K 0.31%
7,175
58
$645K 0.31%
5,635
-557
59
$631K 0.3%
7,900
60
$630K 0.3%
23,684
61
$620K 0.3%
7,950
-200
62
$616K 0.3%
16,000
63
$569K 0.27%
3,595
64
$561K 0.27%
13,985
65
$549K 0.26%
13,129
66
$538K 0.26%
2,500
67
$536K 0.26%
9,000
68
$531K 0.26%
33,225
69
$523K 0.25%
11,519
+2,401
70
$516K 0.25%
9,800
71
$507K 0.24%
8,500
-200
72
$504K 0.24%
15,239
73
$500K 0.24%
83,096
74
$494K 0.24%
7,100
75
$487K 0.23%
40
1 2
3
4 5