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
$318M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.84M
3
+$1.57M
4
TROW icon
T. Rowe Price
TROW
+$1.15M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.12M

Top Sells

1
+$227K
2
+$218K
3
+$216K
4
ORCL icon
Oracle
ORCL
+$210K
5
LPT
Liberty Property Trust
LPT
+$209K

Sector Composition

1 Financials 60.61%
2 Technology 8.14%
3 Healthcare 6.51%
4 Consumer Discretionary 5.19%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.23%
+25,525
77
$712K 0.22%
10,980
+2,300
78
$695K 0.22%
+3,000
79
$680K 0.21%
6,675
80
$672K 0.21%
5,316
+2,050
81
$672K 0.21%
16,096
82
$647K 0.2%
11,291
-125
83
$639K 0.2%
+6,285
84
$632K 0.2%
8,090
+4,700
85
$632K 0.2%
+4,900
86
$631K 0.2%
+8,885
87
$625K 0.2%
+3,235
88
$606K 0.19%
26,272
+10,200
89
$586K 0.18%
+7,452
90
$580K 0.18%
+4,275
91
$577K 0.18%
8,150
-500
92
$548K 0.17%
34,192
93
$544K 0.17%
5,000
+2,350
94
$538K 0.17%
67,031
95
$538K 0.17%
+3,414
96
$533K 0.17%
90,000
+15,000
97
$511K 0.16%
6,698
-79
98
$504K 0.16%
+3,652
99
$501K 0.16%
20,650
+7,546
100
$501K 0.16%
+7,215
2 3
4
5 6