BIM

Baldwin Investment Management Portfolio holdings

AUM $828M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$504K
2
+$319K
3
+$242K
4
ADBE icon
Adobe
ADBE
+$240K
5
SHPG
Shire pic
SHPG
+$232K

Top Sells

1
+$604K
2
+$128K
3
+$62.8K
4
AMZN icon
Amazon
AMZN
+$47.9K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$41.8K

Sector Composition

1 Financials 61.41%
2 Healthcare 6.15%
3 Energy 6.01%
4 Technology 5.17%
5 Industrials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$495K 0.22%
7,650
77
$494K 0.22%
4,775
78
$488K 0.22%
27,989
79
$485K 0.22%
13,200
+1,000
80
$478K 0.22%
8,200
-300
81
$473K 0.21%
129,000
82
$469K 0.21%
18,075
83
$469K 0.21%
5,057
84
$444K 0.2%
40
85
$440K 0.2%
16,562
+1,192
86
$435K 0.2%
13,270
87
$434K 0.2%
35,468
88
$430K 0.19%
11,500
89
$423K 0.19%
27,250
+1,250
90
$407K 0.18%
7,250
-100
91
$405K 0.18%
4,850
92
$394K 0.18%
17,550
-800
93
$383K 0.17%
3,300
94
$374K 0.17%
7,105
+105
95
$356K 0.16%
52,668
96
$345K 0.16%
4,600
97
$342K 0.15%
5,305
98
$339K 0.15%
12,925
99
$333K 0.15%
6,775
100
$330K 0.15%
14,000
2 3
4
5 6