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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86K 0.35%
13,734
-948
52
$1.85K 0.35%
11,728
+486
53
$1.85K 0.35%
19,990
-335
54
$1.8K 0.34%
8,953
+5,323
55
$1.79K 0.34%
4,650
-100
56
$1.78K 0.34%
35,083
-9,518
57
$1.68K 0.32%
16,131
-205
58
$1.63K 0.31%
21,433
-622
59
$1.61K 0.31%
25,242
-80
60
$1.61K 0.31%
9,265
-503
61
$1.58K 0.3%
8,843
-200
62
$1.52K 0.29%
82,407
63
$1.49K 0.28%
6,675
-482
64
$1.45K 0.28%
10,784
-24
65
$1.44K 0.27%
25,892
66
$1.43K 0.27%
15,175
+850
67
$1.36K 0.26%
29,485
-4,750
68
$1.36K 0.26%
21,949
-539
69
$1.35K 0.26%
2,626
-299
70
$1.29K 0.25%
3,843
-191
71
$1.29K 0.25%
13,961
72
$1.29K 0.25%
9,153
+11
73
$1.29K 0.25%
7,659
+241
74
$1.28K 0.24%
7,446
+146
75
$1.26K 0.24%
52,725
-1,860
1 2
3
4 5