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
$265M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$296K
3
+$266K
4
EGN
Energen
EGN
+$199K
5
IBN icon
ICICI Bank
IBN
+$54.4K

Top Sells

1
+$1.26M
2
+$549K
3
+$453K
4
APA icon
APA Corp
APA
+$251K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$185K

Sector Composition

1 Financials 68.83%
2 Healthcare 6.66%
3 Technology 6.23%
4 Consumer Discretionary 4.15%
5 Energy 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$498K 0.19%
3,525
-75
77
$438K 0.17%
7,230
+59
78
$432K 0.16%
6,729
+256
79
$426K 0.16%
9,293
-5,475
80
$419K 0.16%
3,566
81
$408K 0.15%
5,300
82
$399K 0.15%
13,501
83
$389K 0.15%
16,160
+152
84
$388K 0.15%
7,200
85
$382K 0.14%
11,450
86
$375K 0.14%
8,298
+397
87
$369K 0.14%
4,952
+225
88
$360K 0.14%
12,625
89
$350K 0.13%
5,100
90
$348K 0.13%
19,540
91
$345K 0.13%
3,100
92
$340K 0.13%
11,943
+119
93
$326K 0.12%
11,500
-425
94
$319K 0.12%
7,985
95
$310K 0.12%
5,750
96
$308K 0.12%
3,390
97
$299K 0.11%
2,159
98
$296K 0.11%
+16,594
99
$267K 0.1%
5,200
100
$266K 0.1%
+26,202
1 2 3
4
5