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
$491K
AUM Growth
-$35.1K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$990
2
+$938
3
+$373
4
ON icon
ON Semiconductor
ON
+$258
5
SRPT icon
Sarepta Therapeutics
SRPT
+$254

Top Sells

1
+$1.03K
2
+$1K
3
+$818
4
DELL icon
Dell
DELL
+$731
5
GMRE
Global Medical REIT
GMRE
+$594

Sector Composition

1 Technology 11.15%
2 Healthcare 9.29%
3 Financials 7.74%
4 Industrials 5.22%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.64K 0.33%
18,790
-1,200
52
$1.59K 0.32%
20,180
-1,253
53
$1.59K 0.32%
15,635
-1,051
54
$1.59K 0.32%
8,465
-488
55
$1.57K 0.32%
24,642
-600
56
$1.56K 0.32%
13,866
+132
57
$1.53K 0.31%
9,343
+500
58
$1.46K 0.3%
6,735
+60
59
$1.41K 0.29%
15,271
-860
60
$1.41K 0.29%
14,736
+775
61
$1.4K 0.28%
15,460
+285
62
$1.38K 0.28%
46,927
-3,255
63
$1.37K 0.28%
80,714
-1,693
64
$1.36K 0.28%
8,171
-1,094
65
$1.35K 0.28%
64,536
-1,752
66
$1.28K 0.26%
6,875
-571
67
$1.25K 0.25%
25,106
-786
68
$1.22K 0.25%
2,422
-204
69
$1.11K 0.23%
29,326
-5,757
70
$1.1K 0.22%
7,643
-16
71
$1.1K 0.22%
20,114
-1,835
72
$1.09K 0.22%
25,460
+700
73
$1.09K 0.22%
9,142
-11
74
$1.08K 0.22%
6,826
-155
75
$1.08K 0.22%
3,165
-680
1 2
3
4 5