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
$207M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$280K
3
+$243K
4
RAX
Rackspace Hosting Inc
RAX
+$223K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$1.36M
2
+$279K
3
+$227K
4
AMZN icon
Amazon
AMZN
+$156K
5
POT
Potash Corp Of Saskatchewan
POT
+$71.3K

Sector Composition

1 Financials 62.64%
2 Energy 6.05%
3 Healthcare 5.55%
4 Technology 5.16%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$478K 0.23%
7,650
-200
77
$475K 0.23%
27,989
78
$447K 0.22%
4,775
79
$446K 0.21%
9,529
+2
80
$438K 0.21%
13,270
81
$430K 0.21%
18,350
82
$423K 0.2%
3,300
83
$416K 0.2%
+13,371
84
$414K 0.2%
18,075
85
$405K 0.2%
35,468
86
$401K 0.19%
7,350
-500
87
$393K 0.19%
15,370
+476
88
$391K 0.19%
5,057
89
$383K 0.18%
11,500
-50
90
$349K 0.17%
26,000
+1,000
91
$347K 0.17%
14,000
92
$337K 0.16%
12,200
93
$326K 0.16%
4,850
+850
94
$316K 0.15%
6,775
+498
95
$313K 0.15%
4,139
+66
96
$312K 0.15%
129,000
97
$309K 0.15%
70,000
98
$309K 0.15%
12,925
99
$309K 0.15%
7,950
100
$305K 0.15%
14,932
2 3
4
5 6