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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.22K
2
+$1.08K
3
+$1.04K
4
WSM icon
Williams-Sonoma
WSM
+$1.03K
5
DELL icon
Dell
DELL
+$902

Top Sells

1
+$236M
2
+$1.14M
3
+$563K
4
EXAS icon
Exact Sciences
EXAS
+$423K
5
BKR icon
Baker Hughes
BKR
+$403K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.58%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.24K 0.35%
11,192
-10
52
$2.19K 0.34%
14,151
+4,090
53
$2.14K 0.33%
84,407
-6,850
54
$2.09K 0.33%
21,298
+398
55
$2.08K 0.32%
15,180
-445
56
$2.07K 0.32%
7,492
+535
57
$2.05K 0.32%
14,374
-75
58
$2.02K 0.32%
8,039
+50
59
$1.92K 0.3%
4,650
-15
60
$1.91K 0.3%
9,243
+1,670
61
$1.86K 0.29%
15,469
-1,700
62
$1.85K 0.29%
8,656
+651
63
$1.84K 0.29%
8,830
+395
64
$1.81K 0.28%
14,000
65
$1.79K 0.28%
11,024
+2,908
66
$1.75K 0.27%
14,911
67
$1.72K 0.27%
12,490
-1,000
68
$1.7K 0.27%
35,975
-800
69
$1.67K 0.26%
8,056
+195
70
$1.66K 0.26%
27,140
71
$1.62K 0.25%
17,820
+3,510
72
$1.55K 0.24%
5,096
-230
73
$1.54K 0.24%
23,237
74
$1.52K 0.24%
14,761
-100
75
$1.52K 0.24%
5,960
-60
1 2
3
4 5