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
$730M
AUM Growth
-$7.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.36M
3
+$736K
4
ZTS icon
Zoetis
ZTS
+$672K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$659K

Top Sells

1
+$2.55M
2
+$1.84M
3
+$817K
4
MTN icon
Vail Resorts
MTN
+$657K
5
ADSK icon
Autodesk
ADSK
+$599K

Sector Composition

1 Financials 54.28%
2 Technology 14.92%
3 Healthcare 7.57%
4 Industrials 4.7%
5 Consumer Discretionary 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.44M 0.2%
9,533
-1,201
77
$1.4M 0.19%
6,534
-3,828
78
$1.39M 0.19%
2,726
-107
79
$1.39M 0.19%
5,441
-10
80
$1.39M 0.19%
21,186
-1,659
81
$1.39M 0.19%
6,925
+240
82
$1.38M 0.19%
5,595
-2,422
83
$1.36M 0.19%
+2,291
84
$1.34M 0.18%
51,819
+345
85
$1.34M 0.18%
8,913
86
$1.32M 0.18%
23,753
+1,723
87
$1.32M 0.18%
11,395
-813
88
$1.31M 0.18%
11,699
-5,185
89
$1.3M 0.18%
5,684
90
$1.27M 0.17%
2,719
-42
91
$1.24M 0.17%
25,457
+325
92
$1.2M 0.16%
7,595
+663
93
$1.19M 0.16%
6,505
-7
94
$1.14M 0.16%
21,187
-2,500
95
$1.14M 0.16%
6,884
-14
96
$1.13M 0.15%
54,287
-44
97
$1.12M 0.15%
3,420
-150
98
$1.12M 0.15%
8,452
-100
99
$1.11M 0.15%
1,897
-28
100
$1.1M 0.15%
7,762
+284
2 3
4
5 6