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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.33%
20,216
+4,420
52
$1.3M 0.3%
93,870
-2,500
53
$1.29M 0.3%
6,789
+499
54
$1.28M 0.3%
8,613
+4,613
55
$1.27M 0.3%
22,170
+751
56
$1.27M 0.3%
12,636
+10,105
57
$1.25M 0.29%
+31,697
58
$1.24M 0.29%
21,305
+1,300
59
$1.23M 0.29%
35,271
+27,705
60
$1.21M 0.28%
50,375
+26,825
61
$1.21M 0.28%
+8,215
62
$1.2M 0.28%
+7,070
63
$1.14M 0.27%
8,400
-545
64
$1.13M 0.26%
8,097
-25
65
$1.12M 0.26%
+7,675
66
$1.11M 0.26%
6,739
+4,289
67
$1.08M 0.25%
6,015
-190
68
$1.07M 0.25%
31,263
+7,773
69
$1.07M 0.25%
+12,015
70
$1.07M 0.25%
14,845
+200
71
$1.06M 0.25%
+4,185
72
$1.05M 0.25%
+6,330
73
$1.04M 0.24%
3,500
+700
74
$1.03M 0.24%
+8,341
75
$1.02M 0.24%
4,545
+1,555
1 2
3
4 5