BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$504K
2
+$319K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$240K
5
SHPG
Shire pic
SHPG
+$232K

Top Sells

1
+$604K
2
+$128K
3
+$62.8K
4
AMZN icon
Amazon
AMZN
+$47.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.8K

Sector Composition

1 Financials 61.41%
2 Healthcare 6.15%
3 Energy 6.01%
4 Technology 5.17%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$797K 0.36%
7,175
52
$752K 0.34%
8,150
+200
53
$749K 0.34%
5,573
-62
54
$748K 0.34%
16,475
55
$744K 0.34%
8,125
56
$734K 0.33%
10,300
57
$729K 0.33%
23,684
58
$718K 0.32%
17,545
-210
59
$715K 0.32%
12,925
+600
60
$646K 0.29%
3,645
+50
61
$645K 0.29%
5,870
62
$631K 0.28%
13,129
63
$627K 0.28%
16,000
64
$605K 0.27%
16,039
+800
65
$588K 0.26%
83,096
66
$572K 0.26%
2,500
67
$571K 0.26%
13,870
-115
68
$569K 0.26%
111,794
-25,201
69
$558K 0.25%
14,575
-15,775
70
$556K 0.25%
33,225
71
$552K 0.25%
11,618
+2,089
72
$543K 0.24%
11,361
-158
73
$526K 0.24%
9,000
74
$507K 0.23%
9,800
75
$502K 0.23%
7,100
1 2
3
4 5