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
$730M
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.36M
3
+$736K
4
ZTS icon
Zoetis
ZTS
+$672K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$659K

Top Sells

1
+$2.55M
2
+$1.84M
3
+$817K
4
MTN icon
Vail Resorts
MTN
+$657K
5
ADSK icon
Autodesk
ADSK
+$599K

Sector Composition

1 Financials 54.28%
2 Technology 14.92%
3 Healthcare 7.57%
4 Industrials 4.7%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.12M 0.29%
17,117
+47
52
$2.09M 0.29%
42,285
+9,385
53
$2.05M 0.28%
36,796
+5,878
54
$1.99M 0.27%
14,407
+1,750
55
$1.93M 0.27%
18,140
-200
56
$1.86M 0.25%
10,530
+256
57
$1.85M 0.25%
6,887
-13
58
$1.84M 0.25%
13,427
59
$1.82M 0.25%
7,136
+150
60
$1.8M 0.25%
1,291
-2
61
$1.76M 0.24%
23,393
-760
62
$1.72M 0.24%
4,608
+51
63
$1.68M 0.23%
12,145
-413
64
$1.67M 0.23%
10,182
-116
65
$1.67M 0.23%
18,184
-5,430
66
$1.67M 0.23%
15,175
-935
67
$1.66M 0.23%
57,476
-2,246
68
$1.6M 0.22%
7,110
-394
69
$1.6M 0.22%
10,216
+230
70
$1.55M 0.21%
25,650
-37
71
$1.48M 0.2%
8,549
+200
72
$1.48M 0.2%
5,519
+24
73
$1.47M 0.2%
6,537
-320
74
$1.46M 0.2%
78,356
-145
75
$1.46M 0.2%
5,864
1 2
3
4 5