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
$258M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$546K
3
+$389K
4
UNH icon
UnitedHealth
UNH
+$233K
5
LUMO
Lumos Pharma, Inc. Common Stock
LUMO
+$199K

Top Sells

1
+$1.15M
2
+$507K
3
+$497K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$452K
5
FLR icon
Fluor
FLR
+$332K

Sector Composition

1 Financials 64.12%
2 Healthcare 6.94%
3 Energy 5.11%
4 Technology 4.92%
5 Industrials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$514K 0.2%
15,032
-1,308
77
$513K 0.2%
9,000
78
$503K 0.2%
9,800
79
$492K 0.19%
5,220
80
$480K 0.19%
6,950
81
$476K 0.18%
33,413
82
$472K 0.18%
11,790
83
$460K 0.18%
4,940
+335
84
$458K 0.18%
18,071
85
$441K 0.17%
13,298
+2,751
86
$434K 0.17%
16,340
+200
87
$434K 0.17%
14,847
88
$423K 0.16%
15,200
-200
89
$422K 0.16%
13,702
90
$420K 0.16%
15,000
91
$416K 0.16%
6,643
-3,275
92
$404K 0.16%
5,138
93
$389K 0.15%
+6,100
94
$385K 0.15%
8,225
95
$383K 0.15%
1,071
+85
96
$362K 0.14%
8,893
97
$359K 0.14%
14,000
98
$357K 0.14%
3,775
99
$353K 0.14%
16,674
100
$352K 0.14%
4,400
-2,500
2 3
4
5 6