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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.32%
6,986
52
$2.07M 0.32%
8,505
+20
53
$2.01M 0.31%
1,659
54
$2M 0.31%
21,447
+415
55
$2M 0.31%
18,440
56
$1.97M 0.31%
23,563
-225
57
$1.93M 0.3%
9,227
+275
58
$1.93M 0.3%
8,602
-710
59
$1.82M 0.28%
12,182
60
$1.69M 0.26%
33,393
-625
61
$1.69M 0.26%
16,207
-75
62
$1.68M 0.26%
13,056
-2,650
63
$1.66M 0.26%
12,652
-125
64
$1.64M 0.26%
12,547
+75
65
$1.64M 0.26%
9,988
+60
66
$1.58M 0.25%
9,860
+240
67
$1.57M 0.24%
21,619
+500
68
$1.52M 0.24%
12,522
-397
69
$1.47M 0.23%
2,801
+160
70
$1.47M 0.23%
3,687
+547
71
$1.45M 0.23%
6,328
+650
72
$1.44M 0.23%
78,501
73
$1.44M 0.22%
60,334
74
$1.44M 0.22%
15,325
+3,050
75
$1.37M 0.21%
8,405
-100
1 2
3
4 5