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
$598M
AUM Growth
-$8.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$467K
2
+$464K
3
+$352K
4
ROK icon
Rockwell Automation
ROK
+$324K
5
LMT icon
Lockheed Martin
LMT
+$305K

Top Sells

1
+$1.22M
2
+$961K
3
+$911K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$531K
5
CUBI icon
Customers Bancorp
CUBI
+$517K

Sector Composition

1 Financials 57.51%
2 Technology 12.31%
3 Healthcare 7.61%
4 Industrials 4.6%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.32%
12,401
-50
52
$1.84M 0.31%
6,986
-375
53
$1.84M 0.31%
1,659
54
$1.84M 0.31%
16,378
-260
55
$1.83M 0.31%
34,018
-275
56
$1.79M 0.3%
34,892
-3,840
57
$1.78M 0.3%
8,351
-610
58
$1.76M 0.29%
8,485
+520
59
$1.74M 0.29%
18,440
-550
60
$1.73M 0.29%
15,706
+10
61
$1.72M 0.29%
21,032
+1,760
62
$1.71M 0.29%
14,588
-546
63
$1.65M 0.28%
8,952
+815
64
$1.65M 0.28%
23,788
-650
65
$1.56M 0.26%
12,919
-900
66
$1.47M 0.25%
21,119
+251
67
$1.42M 0.24%
9,928
+70
68
$1.41M 0.24%
16,282
-5
69
$1.39M 0.23%
60,334
-1,375
70
$1.35M 0.23%
9,620
+1,915
71
$1.34M 0.22%
78,501
72
$1.34M 0.22%
12,472
+262
73
$1.33M 0.22%
2,641
-159
74
$1.28M 0.21%
28,795
-785
75
$1.25M 0.21%
11,068
+369
1 2
3
4 5