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
$202M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$1.93M
3
+$1.91M
4
TGP
Teekay LNG Partners L.P.
TGP
+$1.68M
5
XOM icon
Exxon Mobil
XOM
+$1.58M

Top Sells

No sells this quarter

Sector Composition

1 Financials 64.17%
2 Energy 5.97%
3 Healthcare 4.93%
4 Technology 4.85%
5 Industrials 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$438K 0.22%
+18,075
77
$436K 0.22%
+13,270
78
$430K 0.21%
+7,100
79
$428K 0.21%
+83,096
80
$427K 0.21%
+4,775
81
$426K 0.21%
+9,527
82
$421K 0.21%
+15,239
83
$404K 0.2%
+9,118
84
$399K 0.2%
+11,550
85
$398K 0.2%
+14,894
86
$393K 0.19%
+3,300
87
$391K 0.19%
+35,468
88
$367K 0.18%
+5,057
89
$366K 0.18%
+52,668
90
$359K 0.18%
+9,427
91
$318K 0.16%
+12,200
92
$316K 0.16%
+14,932
93
$316K 0.16%
+6,277
94
$315K 0.16%
+14,000
95
$314K 0.16%
+4,073
96
$298K 0.15%
+7,950
97
$294K 0.15%
+25,000
98
$293K 0.15%
+22,309
99
$285K 0.14%
+12,925
100
$279K 0.14%
+8,123
1 2 3
4
5