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
$232M
AUM Growth
+$9.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$796K
2
+$746K
3
+$620K
4
ADBE icon
Adobe
ADBE
+$471K
5
LRCX icon
Lam Research
LRCX
+$454K

Top Sells

1
+$797K
2
+$667K
3
+$649K
4
CB icon
Chubb
CB
+$602K
5
TAL icon
TAL Education Group
TAL
+$532K

Sector Composition

1 Financials 63.86%
2 Healthcare 7.41%
3 Technology 6.06%
4 Consumer Discretionary 4.78%
5 Energy 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$715K 0.31%
10,120
-4,550
52
$713K 0.31%
27,225
-45
53
$684K 0.3%
11,629
-11,336
54
$676K 0.29%
12,508
-550
55
$652K 0.28%
8,300
56
$632K 0.27%
11,450
+2,438
57
$620K 0.27%
+5,205
58
$610K 0.26%
19,426
59
$607K 0.26%
6,366
-102
60
$594K 0.26%
8,000
61
$592K 0.26%
8,192
62
$580K 0.25%
16,885
-48
63
$576K 0.25%
3,672
64
$565K 0.24%
15,000
65
$550K 0.24%
14,033
+335
66
$547K 0.24%
7,541
+1,350
67
$530K 0.23%
64,032
-64,332
68
$529K 0.23%
17,892
+200
69
$508K 0.22%
7,241
70
$507K 0.22%
5,850
71
$500K 0.22%
6,650
72
$495K 0.21%
16,729
-284
73
$484K 0.21%
14,950
+345
74
$482K 0.21%
15,051
-4
75
$478K 0.21%
9,062
+1,830
1 2
3
4 5