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
$265M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$296K
3
+$266K
4
EGN
Energen
EGN
+$199K
5
IBN icon
ICICI Bank
IBN
+$54.4K

Top Sells

1
+$1.26M
2
+$549K
3
+$453K
4
APA icon
APA Corp
APA
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$185K

Sector Composition

1 Financials 68.83%
2 Healthcare 6.66%
3 Technology 6.23%
4 Consumer Discretionary 4.15%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$837K 0.32%
7,367
-274
52
$830K 0.31%
20,418
53
$789K 0.3%
3,327
54
$754K 0.28%
11,680
+37
55
$753K 0.28%
24,081
+341
56
$729K 0.28%
6,952
57
$696K 0.26%
6,542
58
$659K 0.25%
6,900
-100
59
$643K 0.24%
8,830
-25
60
$642K 0.24%
6,641
-100
61
$638K 0.24%
4,475
+100
62
$632K 0.24%
92,349
+328
63
$622K 0.23%
11,982
-1,181
64
$590K 0.22%
16,096
65
$582K 0.22%
7,905
-80
66
$577K 0.22%
67,425
+6,352
67
$567K 0.21%
4,893
68
$564K 0.21%
3,450
-25
69
$547K 0.21%
11,043
70
$544K 0.21%
7,150
71
$535K 0.2%
4,688
+23
72
$531K 0.2%
72,778
-6,436
73
$529K 0.2%
4,679
-72
74
$517K 0.2%
9,463
+3,640
75
$505K 0.19%
1,130
1 2
3
4 5