BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
1-Year Return
15.78%
This Quarter Return
-1.74%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$253M
AUM Growth
-$5.38M
(-2.1%)
Cap. Flow
+$562K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
66.23%
Holding
136
New
4
Increased
43
Reduced
23
Closed
2
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$1.14M |
| 2 |
ANDV
Andeavor
ANDV
|
$228K |
| 3 |
Intercontinental Exchange
ICE
|
$227K |
| 4 |
Novartis
NVS
|
$201K |
| 5 |
BlackRock Taxable Municipal Bond Trust
BBN
|
$124K |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
$1.49M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$435K |
| 3 |
iShares Dow Jones US ETF
IYY
|
$226K |
| 4 |
CELG
Celgene Corp
CELG
|
$164K |
| 5 |
Lowe's Companies
LOW
|
$134K |
Sector Composition
| 1 | Financials | 63.01% |
| 2 | Healthcare | 7.36% |
| 3 | Technology | 5.18% |
| 4 | Energy | 5.14% |
| 5 | Consumer Discretionary | 4.06% |
