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
$223M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$289K
3
+$226K
4
LVS icon
Las Vegas Sands
LVS
+$207K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$7.71M
2
+$2.35M
3
+$901K
4
TOO
Teekay Offshore Partners L.P.
TOO
+$453K
5
TGP
Teekay LNG Partners L.P.
TGP
+$290K

Sector Composition

1 Financials 62.33%
2 Healthcare 8.24%
3 Technology 5.38%
4 Consumer Discretionary 5.15%
5 Energy 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.21%
1,355
77
$460K 0.21%
17,692
78
$453K 0.2%
9,000
79
$450K 0.2%
6,650
80
$442K 0.2%
17,013
-486
81
$438K 0.2%
6,191
-134
82
$434K 0.2%
4,625
83
$429K 0.19%
20,450
84
$423K 0.19%
5,000
85
$421K 0.19%
10,425
+1,875
86
$413K 0.19%
5,075
87
$410K 0.18%
15,105
+5
88
$394K 0.18%
7,232
89
$382K 0.17%
13,050
-248
90
$366K 0.16%
11,195
-300
91
$362K 0.16%
3,627
+2
92
$360K 0.16%
3,701
+1
93
$350K 0.16%
4,400
94
$344K 0.15%
7,743
+100
95
$344K 0.15%
8,200
96
$333K 0.15%
1,626
97
$331K 0.15%
4,167
+650
98
$325K 0.15%
6,953
+3
99
$315K 0.14%
3,100
100
$310K 0.14%
4,300
2 3
4
5 6