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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$738K 0.29%
4,808
-367
52
$737K 0.29%
8,150
53
$736K 0.29%
9,200
54
$725K 0.28%
6,466
55
$719K 0.28%
26,825
56
$705K 0.27%
5,825
-151
57
$694K 0.27%
66,127
+1,513
58
$688K 0.27%
3,547
+155
59
$681K 0.26%
16,600
60
$676K 0.26%
1,889
+556
61
$656K 0.25%
13,612
+203
62
$624K 0.24%
79,376
-1,200
63
$621K 0.24%
11,466
-105
64
$615K 0.24%
27,483
65
$609K 0.24%
13,550
66
$607K 0.24%
129,666
+1,200
67
$599K 0.23%
8,000
68
$598K 0.23%
12,773
-370
69
$588K 0.23%
7,650
70
$575K 0.22%
5,005
+130
71
$553K 0.21%
102,910
72
$551K 0.21%
5,029
73
$546K 0.21%
+5,925
74
$544K 0.21%
14,987
75
$518K 0.2%
12,650
-4,895
1 2
3
4 5