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
$231M
AUM Growth
+$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$281K
3
+$280K
4
CCL icon
Carnival Corp
CCL
+$216K
5
NBL
Noble Energy, Inc.
NBL
+$143K

Top Sells

1
+$2.09M
2
+$343K
3
+$288K
4
MR
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
+$257K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$235K

Sector Composition

1 Financials 60.91%
2 Energy 6.56%
3 Healthcare 6.53%
4 Technology 5.2%
5 Industrials 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$844K 0.36%
6,466
+308
52
$831K 0.36%
12,925
53
$824K 0.36%
7,875
54
$811K 0.35%
3,215
55
$750K 0.32%
70
+7
56
$723K 0.31%
8,150
57
$721K 0.31%
17,545
58
$721K 0.31%
9,400
-800
59
$695K 0.3%
5,517
-35
60
$675K 0.29%
5,850
-20
61
$664K 0.29%
13,409
+280
62
$643K 0.28%
13,143
+317
63
$642K 0.28%
16,600
64
$641K 0.28%
33,225
+1,450
65
$639K 0.28%
11,571
+210
66
$611K 0.26%
102,910
-557
67
$609K 0.26%
7,100
68
$589K 0.25%
128,466
-534
69
$588K 0.25%
9,800
70
$588K 0.25%
27,483
-79
71
$584K 0.25%
64,614
-308
72
$580K 0.25%
15,889
73
$563K 0.24%
3,360
-380
74
$558K 0.24%
9,000
75
$556K 0.24%
2,500
1 2
3
4 5