BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.32%
22,603
52
$1.02M 0.32%
+16,380
53
$1.02M 0.32%
+10,680
54
$970K 0.3%
10,375
-67
55
$960K 0.3%
26,270
56
$945K 0.3%
18,793
+7,750
57
$933K 0.29%
22,768
+2,350
58
$932K 0.29%
16,818
59
$880K 0.28%
15,683
-325
60
$874K 0.27%
12,620
+4,800
61
$873K 0.27%
+4,700
62
$853K 0.27%
+17,164
63
$842K 0.26%
5,325
-1,000
64
$826K 0.26%
6,641
65
$815K 0.26%
+6,065
66
$809K 0.25%
7,170
+2
67
$805K 0.25%
82,862
+8,800
68
$804K 0.25%
12,488
+3,188
69
$803K 0.25%
1,610
+550
70
$767K 0.24%
9,805
+2,200
71
$764K 0.24%
+18,100
72
$751K 0.24%
+15,350
73
$749K 0.24%
10,291
+128
74
$731K 0.23%
+6,620
75
$727K 0.23%
6,764
-38
1 2
3
4 5