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
$207M
AUM Growth
+$5.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$416K
2
+$280K
3
+$243K
4
RAX
Rackspace Hosting Inc
RAX
+$223K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$151K

Top Sells

1
+$1.36M
2
+$279K
3
+$227K
4
AMZN icon
Amazon
AMZN
+$156K
5
POT
Potash Corp Of Saskatchewan
POT
+$71.3K

Sector Composition

1 Financials 62.64%
2 Energy 6.05%
3 Healthcare 5.55%
4 Technology 5.16%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$300K 0.14%
5,305
102
$298K 0.14%
5,000
103
$297K 0.14%
19,009
-3,300
104
$296K 0.14%
17,470
+420
105
$292K 0.14%
52,668
106
$289K 0.14%
4,600
107
$280K 0.13%
+3,525
108
$276K 0.13%
11,250
109
$273K 0.13%
15,000
110
$273K 0.13%
2,500
111
$258K 0.12%
10,547
112
$243K 0.12%
+5,000
113
$243K 0.12%
4,202
114
$239K 0.12%
6,000
115
$236K 0.11%
5,950
116
$235K 0.11%
867
117
$233K 0.11%
7,200
118
$230K 0.11%
6,250
119
$229K 0.11%
3,030
120
$225K 0.11%
1,333
121
$224K 0.11%
7,150
-2,277
122
$223K 0.11%
+4,225
123
$218K 0.11%
4,300
124
$208K 0.1%
3,326
125
$205K 0.1%
3,550
2 3 4
5
6