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
$640M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$582K
3
+$565K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$495K
5
MSFT icon
Microsoft
MSFT
+$470K

Top Sells

1
+$1.46M
2
+$779K
3
+$668K
4
NEE icon
NextEra Energy
NEE
+$644K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$543K

Sector Composition

1 Financials 55.62%
2 Technology 13.51%
3 Healthcare 7.53%
4 Industrials 5.1%
5 Consumer Discretionary 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.21%
5,864
77
$1.26M 0.2%
4,065
78
$1.25M 0.2%
5,684
79
$1.25M 0.2%
28,445
-350
80
$1.24M 0.19%
23,750
+15,305
81
$1.23M 0.19%
5,442
+75
82
$1.23M 0.19%
22,125
+2,188
83
$1.22M 0.19%
5,780
+850
84
$1.18M 0.18%
6,843
+675
85
$1.17M 0.18%
22,020
86
$1.16M 0.18%
24,137
-10,755
87
$1.16M 0.18%
7,324
-72
88
$1.15M 0.18%
2,535
+235
89
$1.14M 0.18%
10,603
-465
90
$1.12M 0.17%
6,430
+590
91
$1.12M 0.17%
8,552
-300
92
$1.11M 0.17%
4,391
+110
93
$1.1M 0.17%
4,005
+69
94
$1.03M 0.16%
24,132
+1,650
95
$971K 0.15%
16,095
-1,875
96
$959K 0.15%
47,866
+2,205
97
$957K 0.15%
6,170
+75
98
$955K 0.15%
4,533
-50
99
$930K 0.15%
6,349
+175
100
$930K 0.15%
18,129
-15,185
2 3
4
5 6