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
$506M
AUM Growth
+$79.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.05M
3
+$832K
4
AAPL icon
Apple
AAPL
+$822K
5
APD icon
Air Products & Chemicals
APD
+$799K

Top Sells

1
+$696K
2
+$313K
3
+$296K
4
BA icon
Boeing
BA
+$276K
5
FTV icon
Fortive
FTV
+$268K

Sector Composition

1 Financials 47.91%
2 Technology 14.1%
3 Healthcare 9.35%
4 Industrials 5.75%
5 Consumer Discretionary 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.35%
58,614
+8,239
52
$1.75M 0.35%
6,425
+2,925
53
$1.73M 0.34%
9,127
+2,057
54
$1.72M 0.34%
17,226
+4,590
55
$1.7M 0.34%
14,758
-330
56
$1.69M 0.33%
9,288
+675
57
$1.62M 0.32%
7,614
+875
58
$1.62M 0.32%
95,462
+1,592
59
$1.59M 0.31%
16,070
+1,225
60
$1.55M 0.31%
34,672
+2,975
61
$1.55M 0.31%
13,690
-250
62
$1.54M 0.3%
39,725
+7,575
63
$1.51M 0.3%
6,911
+122
64
$1.47M 0.29%
29,494
-949
65
$1.45M 0.29%
27,096
-5,017
66
$1.43M 0.28%
20,834
+2,050
67
$1.37M 0.27%
8,630
+2,300
68
$1.36M 0.27%
12,940
+925
69
$1.36M 0.27%
4,722
+177
70
$1.34M 0.27%
19,688
-1,617
71
$1.29M 0.26%
22,085
-85
72
$1.29M 0.25%
34,989
-282
73
$1.28M 0.25%
6,015
74
$1.23M 0.24%
29,719
-1,544
75
$1.22M 0.24%
8,245
-155
1 2
3
4 5