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
$427M
AUM Growth
+$108M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.59M
3
+$2.01M
4
KMB icon
Kimberly-Clark
KMB
+$1.69M
5
WM icon
Waste Management
WM
+$1.65M

Top Sells

1
+$693K
2
+$530K
3
+$395K
4
ICE icon
Intercontinental Exchange
ICE
+$349K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$320K

Sector Composition

1 Financials 50.6%
2 Technology 13.5%
3 Healthcare 9.56%
4 Consumer Discretionary 5.31%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$980K 0.23%
27,980
-7,022
77
$968K 0.23%
12,233
+6,469
78
$949K 0.22%
27,336
79
$939K 0.22%
+6,347
80
$929K 0.22%
10,490
+6,642
81
$926K 0.22%
32,150
+23,050
82
$924K 0.22%
6,896
+447
83
$908K 0.21%
+18,784
84
$890K 0.21%
3,540
+325
85
$888K 0.21%
6,925
-975
86
$878K 0.21%
2,815
+35
87
$877K 0.21%
9,605
-200
88
$845K 0.2%
12,900
-800
89
$798K 0.19%
11,083
+6,892
90
$792K 0.19%
10,034
+4,684
91
$780K 0.18%
6,687
-188
92
$763K 0.18%
23,325
-425
93
$758K 0.18%
6,901
+375
94
$752K 0.18%
14,400
95
$750K 0.18%
15,200
+8,850
96
$750K 0.18%
+9,050
97
$712K 0.17%
14,042
-1,438
98
$710K 0.17%
2,100
99
$701K 0.16%
6,915
+200
100
$684K 0.16%
6,327
2 3
4
5 6