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
$640K
AUM Growth
-$574M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$1.22K
2
+$1.08K
3
+$1.04K
4
WSM icon
Williams-Sonoma
WSM
+$1.03K
5
DELL icon
Dell
DELL
+$902

Top Sells

1
+$236M
2
+$1.14M
3
+$563K
4
EXAS icon
Exact Sciences
EXAS
+$423K
5
BKR icon
Baker Hughes
BKR
+$403K

Sector Composition

1 Technology 14.25%
2 Healthcare 8.84%
3 Financials 8.58%
4 Consumer Discretionary 5.55%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49K 0.23%
75,438
+1,900
77
$1.48K 0.23%
7,090
78
$1.47K 0.23%
2,935
-145
79
$1.47K 0.23%
6,699
+649
80
$1.46K 0.23%
8,425
+1,295
81
$1.45K 0.23%
25,892
-1,000
82
$1.44K 0.22%
53,298
+18,165
83
$1.41K 0.22%
25,076
+2,150
84
$1.4K 0.22%
9,284
+9
85
$1.38K 0.22%
7,605
+1,700
86
$1.29K 0.2%
9,307
87
$1.29K 0.2%
20,360
+800
88
$1.27K 0.2%
9,542
+335
89
$1.25K 0.2%
8,075
-5,932
90
$1.22K 0.19%
+5,052
91
$1.19K 0.19%
20,325
-800
92
$1.18K 0.18%
10,279
+145
93
$1.14K 0.18%
6,974
-200
94
$1.13K 0.18%
6,557
+1,347
95
$1.1K 0.17%
18,579
-300
96
$1.09K 0.17%
6,280
97
$1.08K 0.17%
4,741
98
$1.07K 0.17%
10,174
99
$1.04K 0.16%
3,700
+45
100
$1.04K 0.16%
+16,291
2 3
4
5 6