BIM
Baldwin Investment Management Portfolio holdings
AUM
$828M
This Quarter Return
+4.98%
1 Year Return
+15.78%
3 Year Return
+79.45%
5 Year Return
+162.06%
10 Year Return
+324.44%
AUM
$202M
AUM Growth
–
Cap. Flow
+$202M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.92%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$121M |
| 2 |
Enterprise Products Partners
EPD
|
$1.93M |
| 3 |
Qualcomm
QCOM
|
$1.91M |
| 4 |
TGP
Teekay LNG Partners L.P.
TGP
|
$1.68M |
| 5 |
Exxon Mobil
XOM
|
$1.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 64.17% |
| 2 | Energy | 5.97% |
| 3 | Healthcare | 4.93% |
| 4 | Technology | 4.85% |
| 5 | Industrials | 4.54% |
