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
$526K
AUM Growth
-$134K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$1.07K
2
+$888
3
+$654
4
SCHW icon
Charles Schwab
SCHW
+$421
5
SKX
Skechers
SKX
+$317

Top Sells

1
+$974
2
+$946
3
+$845
4
MTD icon
Mettler-Toledo International
MTD
+$797
5
BLK icon
Blackrock
BLK
+$666

Sector Composition

1 Technology 11.78%
2 Healthcare 9.61%
3 Financials 7.99%
4 Industrials 5.49%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.26K 0.24%
15,369
77
$1.25K 0.24%
3,845
-265
78
$1.21K 0.23%
13,555
+70
79
$1.2K 0.23%
9,276
+11
80
$1.18K 0.22%
66,288
-4,300
81
$1.17K 0.22%
34,377
82
$1.15K 0.22%
12,550
83
$1.11K 0.21%
4,631
-400
84
$1.08K 0.2%
24,760
+2,485
85
$1.05K 0.2%
9,779
-400
86
$1.04K 0.2%
8,219
-641
87
$1.03K 0.2%
5,459
+164
88
$1.02K 0.19%
5,794
89
$1.01K 0.19%
8,907
-400
90
$1.01K 0.19%
28,971
91
$1K 0.19%
19,431
+668
92
$992 0.19%
6,981
-625
93
$948 0.18%
23,510
+16,210
94
$945 0.18%
4,171
+311
95
$943 0.18%
17,979
96
$941 0.18%
6,546
-78
97
$937 0.18%
6,530
-43
98
$888 0.17%
+30,750
99
$886 0.17%
20,787
-875
100
$865 0.16%
4,401
+26
2 3
4
5 6