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
$253M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$228K
3
+$227K
4
NVS icon
Novartis
NVS
+$201K
5
BBN icon
BlackRock Taxable Municipal Bond Trust
BBN
+$124K

Top Sells

1
+$1.49M
2
+$435K
3
+$226K
4
CELG
Celgene Corp
CELG
+$164K
5
LOW icon
Lowe's Companies
LOW
+$134K

Sector Composition

1 Financials 63.01%
2 Healthcare 7.36%
3 Technology 5.18%
4 Energy 5.14%
5 Consumer Discretionary 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$815K 0.32%
92,876
+13,500
52
$814K 0.32%
19,926
53
$746K 0.3%
9,200
54
$734K 0.29%
4,785
-23
55
$722K 0.29%
12,925
56
$718K 0.28%
129,666
57
$693K 0.27%
5,825
58
$679K 0.27%
6,466
59
$664K 0.26%
3,530
-17
60
$662K 0.26%
70,252
+4,125
61
$655K 0.26%
8,150
62
$645K 0.26%
27,483
63
$640K 0.25%
11,676
+210
64
$622K 0.25%
13,808
+196
65
$621K 0.25%
12,773
66
$586K 0.23%
8,000
67
$585K 0.23%
13,550
68
$580K 0.23%
6,325
+400
69
$559K 0.22%
26,475
-350
70
$558K 0.22%
5,005
71
$556K 0.22%
7,850
+200
72
$537K 0.21%
5,470
+250
73
$526K 0.21%
12,650
74
$515K 0.2%
5,000
-29
75
$508K 0.2%
13,298
1 2
3
4 5